Filed April 18, 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 | $120,442 | $88,672+35.8% | $105,223+14.5% | $82,448+46.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.59% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $7,901 | $3,048+159.2% | $3,689+114.2% | $2,551+209.7% |
| Participant deferral / active EE | $6,815 | $4,036+68.9% | $5,072+34.4% | $4,139+64.6% |
| Admin fee / account holder | $5,098 | $7,146-28.7% | $8,859-42.5% | $7,234-29.5% |