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 | $99,138 | $46,697+112.3% | $117,529-15.6% | $68,490+44.7% |
| Participation rate | 82.8% | 56.8%+26.0pp | 70.6%+12.2pp | 67.9%+14.9pp |
| Annual return | -15.87% | -14.52%-1.4pp | 29.77%-45.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,326 | $1,506+54.5% | $4,179-44.3% | $2,597-10.4% |
| Participant deferral / active EE | $4,742 | $2,637+79.8% | $4,072+16.4% | $4,028+17.7% |
| Admin fee / account holder | $2,877 | $4,023-28.5% | $5,645-49.0% | $5,403-46.8% |