Filed October 26, 2022
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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 | $90,747 | $156,398-42.0% | $147,318-38.4% | $138,895-34.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.67% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,857 | $4,853-41.1% | $4,593-37.8% | $4,194-31.9% |
| Participant deferral / active EE | $5,754 | $8,237-30.2% | $7,906-27.2% | $6,396-10.0% |
| Admin fee / account holder | $2,858 | $14,976-80.9% | $13,708-79.1% | $12,562-77.2% |