Filed February 11, 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 | $194,848 | $54,763+255.8% | $90,324+115.7% | $72,976+167.0% |
| Participation rate | 84.6% | 65.2%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 18.11% | 30.63%-12.5pp | 78.15%-60.0pp | 81.02%-62.9pp |
| Employer contribution / active EE | $2,229 | $2,093+6.5% | $2,856-22.0% | $2,440-8.7% |
| Participant deferral / active EE | $7,866 | $2,887+172.4% | $3,885+102.4% | $3,608+118.0% |
| Admin fee / account holder | $6,174 | $3,973+55.4% | $5,356+15.3% | $5,124+20.5% |