Filed February 13, 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 | $62,772 | $138,385-54.6% | $184,243-65.9% | $80,925-22.4% |
| Participation rate | 84.8% | 83.9%+1.0pp | 86.8%-2.0pp | 67.7%+17.2pp |
| Annual return | 12.59% | 20.02%-7.4pp | 28.82%-16.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,743 | $4,851-43.5% | $6,427-57.3% | $2,756-0.5% |
| Participant deferral / active EE | $6,557 | $7,075-7.3% | $9,132-28.2% | $4,299+52.5% |
| Admin fee / account holder | $2,576 | $10,489-75.4% | $13,914-81.5% | $6,940-62.9% |