Filed June 30, 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 | $86,871 | $159,978-45.7% | $147,041-40.9% | $145,978-40.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.43% | 98.36%-78.9pp | 419.21%-399.8pp | 550.52%-531.1pp |
| Employer contribution / active EE | $7,770 | $5,288+46.9% | $4,935+57.4% | $4,662+66.7% |
| Participant deferral / active EE | $10,131 | $8,429+20.2% | $8,071+25.5% | $6,690+51.5% |
| Admin fee / account holder | $10,882 | $15,053-27.7% | $13,006-16.3% | $13,400-18.8% |