Filed April 24, 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 | $28,707 | $72,465-60.4% | $67,575-57.5% | $145,884-80.3% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.5pp | 80.3%+14.1pp |
| Annual return | 15.70% | 7222.56%-7206.9pp | 3528.98%-3513.3pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,528 | $3,074-17.7% | $2,736-7.6% | $4,662-45.8% |
| Participant deferral / active EE | $4,342 | $4,786-9.3% | $4,003+8.5% | $6,690-35.1% |
| Admin fee / account holder | $1,387 | $5,515-74.9% | $3,993-65.3% | $13,392-89.6% |