Filed November 22, 2022
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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 | $47,744 | $90,400-47.2% | $186,193-74.4% | $87,485-45.4% |
| Participation rate | 78.6% | 66.2%+12.4pp | 77.1%+1.5pp | 68.9%+9.6pp |
| Annual return | 16.39% | 22.15%-5.8pp | 78.03%-61.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,124 | $2,170-48.2% | $3,918-71.3% | $2,596-56.7% |
| Participant deferral / active EE | $6,412 | $4,330+48.1% | $6,513-1.5% | $4,274+50.0% |
| Admin fee / account holder | $4,565 | $8,673-47.4% | $11,058-58.7% | $7,775-41.3% |