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 | $234,192 | $197,625+18.5% | $177,840+31.7% | $158,966+47.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 10.73% | 58.76%-48.0pp | 48.32%-37.6pp | 302.95%-292.2pp |
| Employer contribution / active EE | $6,373 | $6,698-4.9% | $5,919+7.7% | $4,762+33.8% |
| Participant deferral / active EE | $10,475 | $8,405+24.6% | $7,714+35.8% | $5,983+75.1% |
| Admin fee / account holder | $1,057 | $15,405-93.1% | $12,431-91.5% | $11,250-90.6% |