Filed January 24, 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 | $188,798 | $103,387+82.6% | $87,102+116.8% | $152,885+23.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.05% | 28.10%-9.0pp | 28.19%-9.1pp | 345.39%-326.3pp |
| Employer contribution / active EE | $2,084 | $3,221-35.3% | $2,521-17.4% | $4,763-56.3% |
| Participant deferral / active EE | $5,486 | $4,778+14.8% | $4,048+35.5% | $5,851-6.2% |
| Admin fee / account holder | $41,554 | $12,193+240.8% | $7,491+454.7% | $11,598+258.3% |