Filed January 9, 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 | $55,150 | $95,453-42.2% | $112,040-50.8% | $82,448-33.1% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.5%-0.7pp | 68.1%+7.7pp |
| Annual return | 13.76% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,183 | $2,318+37.3% | $2,954+7.7% | $2,551+24.8% |
| Participant deferral / active EE | $3,462 | $4,224-18.0% | $5,098-32.1% | $4,139-16.4% |
| Admin fee / account holder | $1,380 | $9,013-84.7% | $12,098-88.6% | $7,234-80.9% |