Filed November 30, 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 | $61,725 | $102,385-39.7% | $147,080-58.0% | $80,935-23.7% |
| Participation rate | 71.0% | 75.9%-4.9pp | 82.2%-11.2pp | 67.7%+3.3pp |
| Annual return | 15.69% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $3,650 | $3,717-1.8% | $4,933-26.0% | $2,757+32.4% |
| Participant deferral / active EE | $7,701 | $6,651+15.8% | $8,066-4.5% | $4,299+79.1% |
| Admin fee / account holder | $21,832 | $7,951+174.6% | $12,989+68.1% | $6,924+215.3% |