Filed September 27, 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 | $196,290 | $183,988+6.7% | $162,177+21.0% | $152,897+28.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 20.34% | 150.79%-130.4pp | 115.60%-95.3pp | 345.43%-325.1pp |
| Employer contribution / active EE | $4,707 | $6,370-26.1% | $5,613-16.1% | $4,764-1.2% |
| Participant deferral / active EE | $9,002 | $8,032+12.1% | $7,297+23.4% | $5,851+53.8% |
| Admin fee / account holder | $2,447 | $13,123-81.4% | $10,843-77.4% | $11,599-78.9% |