Filed March 8, 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 | $22,230 | $45,041-50.6% | $63,003-64.7% | $70,131-68.3% |
| Participation rate | 78.3% | 69.5%+8.8pp | 74.8%+3.5pp | 69.5%+8.8pp |
| Annual return | 18.21% | 18.76%-0.5pp | 87.59%-69.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,347 | $2,052+14.3% | $2,760-15.0% | $2,342+0.2% |
| Participant deferral / active EE | $3,185 | $2,465+29.2% | $3,329-4.3% | $3,332-4.4% |
| Admin fee / account holder | $1,623 | $2,836-42.8% | $3,600-54.9% | $4,645-65.1% |