Filed December 4, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,278 | $124,980-3.0% | $108,359+11.9% | $154,746-21.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.94% | 45.00%-33.1pp | 36.89%-25.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,899 | $2,851-33.4% | $2,399-20.9% | $4,379-56.6% |
| Participant deferral / active EE | $4,981 | $4,743+5.0% | $4,137+20.4% | $6,730-26.0% |
| Admin fee / account holder | $8,885 | $11,502-22.8% | $9,741-8.8% | $14,365-38.1% |