Filed February 22, 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 | $92,988 | $160,028-41.9% | $147,080-36.8% | $145,884-36.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 16.16% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,247 | $5,286-38.6% | $4,933-34.2% | $4,662-30.3% |
| Participant deferral / active EE | $10,359 | $8,422+23.0% | $8,066+28.4% | $6,690+54.8% |
| Admin fee / account holder | $1,694 | $15,030-88.7% | $12,989-87.0% | $13,392-87.3% |