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 | $120,839 | $105,200+14.9% | $159,474-24.2% | $85,847+40.8% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.8%-10.5pp | 69.3%+3.0pp |
| Annual return | 15.25% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.4pp |
| Employer contribution / active EE | $2,732 | $3,319-17.7% | $4,831-43.4% | $2,565+6.5% |
| Participant deferral / active EE | $5,966 | $5,946+0.3% | $7,353-18.9% | $3,952+51.0% |
| Admin fee / account holder | $2,763 | $6,934-60.2% | $10,802-74.4% | $6,261-55.9% |