Filed September 18, 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 | $39,433 | $140,578-71.9% | $100,671-60.8% | $125,388-68.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | 0.20% | 24.67%-24.5pp | 20.43%-20.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,247 | $5,965-45.6% | $4,012-19.1% | $4,866-33.3% |
| Participant deferral / active EE | $3,956 | $3,981-0.6% | $3,144+25.8% | $5,352-26.1% |
| Admin fee / account holder | $14,133 | $6,716+110.4% | $4,850+191.4% | $9,541+48.1% |