Filed June 26, 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 | $137,095 | $51,638+165.5% | $129,406+5.9% | $80,959+69.3% |
| Participation rate | 84.6% | 56.9%+27.7pp | 69.6%+15.0pp | 67.7%+16.9pp |
| Annual return | 11.58% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,815 | $1,584+77.7% | $4,155-32.3% | $2,757+2.1% |
| Participant deferral / active EE | $5,666 | $2,670+112.2% | $4,167+36.0% | $4,300+31.8% |
| Admin fee / account holder | $14,964 | $4,313+246.9% | $7,689+94.6% | $6,925+116.1% |