Filed June 21, 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 | $127,306 | $89,259+42.6% | $107,187+18.8% | $82,637+54.1% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 16.18% | 21.02%-4.8pp | 204.55%-188.4pp | 53.51%-37.3pp |
| Employer contribution / active EE | $4,360 | $3,080+41.5% | $3,782+15.3% | $2,552+70.8% |
| Participant deferral / active EE | $9,420 | $4,037+133.3% | $5,096+84.8% | $4,126+128.3% |
| Admin fee / account holder | $16,972 | $7,381+129.9% | $9,162+85.2% | $7,339+131.3% |