Filed December 11, 2022
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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 | $107,257 | $65,704+63.2% | $94,229+13.8% | $59,633+79.9% |
| Participation rate | 70.7% | 72.1%-1.4pp | 78.8%-8.0pp | 68.7%+2.1pp |
| Annual return | 0.30% | 5.22%-4.9pp | 10.68%-10.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,020 | $2,021-49.5% | $3,587-71.6% | $2,203-53.7% |
| Participant deferral / active EE | $3,383 | $3,143+7.6% | $4,320-21.7% | $3,192+6.0% |
| Admin fee / account holder | $5,393 | $4,265+26.5% | $6,269-14.0% | $4,297+25.5% |