Filed February 27, 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 | $36,768 | $132,634-72.3% | $115,768-68.2% | $137,256-73.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 18.05% | 160.70%-142.6pp | 100.46%-82.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,107 | $3,360-67.1% | $2,940-62.3% | $4,156-73.4% |
| Participant deferral / active EE | $6,351 | $5,619+13.0% | $4,917+29.2% | $6,407-0.9% |
| Admin fee / account holder | $1,410 | $15,028-90.6% | $12,439-88.7% | $12,270-88.5% |