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 | $87,055 | $48,570+79.2% | $130,660-33.4% | $72,976+19.3% |
| Participation rate | 76.7% | 58.6%+18.1pp | 71.7%+4.9pp | 69.5%+7.2pp |
| Annual return | 21.05% | 38.63%-17.6pp | 1709.29%-1688.2pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,435 | $1,334+7.6% | $4,092-64.9% | $2,440-41.2% |
| Participant deferral / active EE | $4,299 | $2,384+80.3% | $3,603+19.3% | $3,608+19.2% |
| Admin fee / account holder | $1,184 | $3,549-66.6% | $5,463-78.3% | $5,124-76.9% |