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 | $81,504-11.0% | $102,437-29.2% | $80,959-10.4% |
| Participation rate | 79.3% | 66.9%+12.4pp | 74.5%+4.8pp | 67.7%+11.6pp |
| Annual return | 15.82% | 25.60%-9.8pp | 24.95%-9.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $4,413 | $3,104+42.2% | $3,871+14.0% | $2,757+60.1% |
| Participant deferral / active EE | $8,431 | $3,871+117.8% | $5,060+66.6% | $4,300+96.1% |
| Admin fee / account holder | $3,009 | $6,719-55.2% | $8,388-64.1% | $6,925-56.6% |