Filed December 28, 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 | $59,024 | $101,778-42.0% | $164,975-64.2% | $80,925-27.1% |
| Participation rate | 89.6% | 71.8%+17.8pp | 78.6%+11.0pp | 67.7%+21.9pp |
| Annual return | 16.20% | 16.73%-0.5pp | 70.12%-53.9pp | 35.65%-19.4pp |
| Employer contribution / active EE | $4,479 | $2,954+51.6% | $4,343+3.1% | $2,756+62.5% |
| Participant deferral / active EE | $4,225 | $4,477-5.6% | $6,033-30.0% | $4,299-1.7% |
| Admin fee / account holder | $4,324 | $8,221-47.4% | $12,688-65.9% | $6,940-37.7% |