Filed January 23, 2024
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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 | $80,066 | $89,367-10.4% | $141,191-43.3% | $72,975+9.7% |
| Participation rate | 71.7% | 75.1%-3.4pp | 82.5%-10.7pp | 69.5%+2.3pp |
| Annual return | 21.72% | 111.87%-90.1pp | 71.41%-49.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,992 | $3,115-36.1% | $4,736-57.9% | $2,440-18.4% |
| Participant deferral / active EE | $5,550 | $5,419+2.4% | $6,710-17.3% | $3,608+53.8% |
| Admin fee / account holder | $2,672 | $5,957-55.1% | $10,264-74.0% | $5,124-47.9% |