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 | $46,318 | $93,617-50.5% | $135,982-65.9% | $75,177-38.4% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 19.12% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $6,508 | $3,538+83.9% | $4,859+33.9% | $2,671+143.7% |
| Participant deferral / active EE | $4,159 | $6,406-35.1% | $7,760-46.4% | $4,126+0.8% |
| Admin fee / account holder | $1,526 | $6,980-78.1% | $10,767-85.8% | $5,651-73.0% |