Filed April 2, 2024
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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 | $104,383 | $98,776+5.7% | $149,745-30.3% | $79,856+30.7% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.5%-6.3pp | 69.6%+6.5pp |
| Annual return | 17.95% | 27.38%-9.4pp | 276.72%-258.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,738 | $3,217-14.9% | $4,646-41.1% | $2,471+10.8% |
| Participant deferral / active EE | $5,900 | $5,681+3.9% | $6,843-13.8% | $3,741+57.7% |
| Admin fee / account holder | $1,393 | $6,053-77.0% | $9,312-85.0% | $5,306-73.7% |