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 | $51,631+165.5% | $129,397+5.9% | $80,925+69.4% |
| Participation rate | 84.6% | 56.9%+27.7pp | 69.6%+15.0pp | 67.7%+17.0pp |
| Annual return | 11.58% | 20.77%-9.2pp | 9453.98%-9442.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,815 | $1,583+77.8% | $4,154-32.2% | $2,756+2.1% |
| Participant deferral / active EE | $5,666 | $2,670+112.2% | $4,167+36.0% | $4,299+31.8% |
| Admin fee / account holder | $14,964 | $4,309+247.3% | $7,679+94.9% | $6,940+115.6% |