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 | $95,404-42.2% | $113,397-51.4% | $82,637-33.3% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.5%-0.7pp | 68.1%+7.7pp |
| Annual return | 13.76% | 19.08%-5.3pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $3,183 | $2,307+38.0% | $2,977+6.9% | $2,552+24.7% |
| Participant deferral / active EE | $3,462 | $4,220-18.0% | $5,076-31.8% | $4,126-16.1% |
| Admin fee / account holder | $1,380 | $9,168-84.9% | $11,957-88.5% | $7,339-81.2% |