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 | $102,393-41.8% | $147,041-59.5% | $80,911-26.4% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 17.32% | 134.95%-117.6pp | 419.21%-401.9pp | 35.63%-18.3pp |
| Employer contribution / active EE | $4,546 | $3,715+22.3% | $4,935-7.9% | $2,756+64.9% |
| Participant deferral / active EE | $12,213 | $6,647+83.7% | $8,071+51.3% | $4,297+184.2% |
| Admin fee / account holder | $3,532 | $7,943-55.5% | $13,006-72.8% | $6,935-49.1% |