Filed April 5, 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 | $59,546 | $102,385-41.8% | $147,080-59.5% | $80,935-26.4% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 17.32% | 135.09%-117.8pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $4,546 | $3,717+22.3% | $4,933-7.9% | $2,757+64.9% |
| Participant deferral / active EE | $12,213 | $6,651+83.6% | $8,066+51.4% | $4,299+184.1% |
| Admin fee / account holder | $3,532 | $7,951-55.6% | $12,989-72.8% | $6,924-49.0% |