Filed August 24, 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 | $72,506 | $81,446-11.0% | $103,374-29.9% | $80,874-10.3% |
| Participation rate | 79.3% | 66.9%+12.4pp | 74.5%+4.8pp | 67.6%+11.6pp |
| Annual return | 15.82% | 25.57%-9.7pp | 24.89%-9.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $4,413 | $3,107+42.0% | $3,869+14.1% | $2,756+60.1% |
| Participant deferral / active EE | $8,431 | $3,870+117.9% | $5,058+66.7% | $4,297+96.2% |
| Admin fee / account holder | $3,009 | $6,715-55.2% | $8,394-64.2% | $6,935-56.6% |