Filed July 20, 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 | $59,431 | $106,524-44.2% | $152,301-61.0% | $87,485-32.1% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.4%+2.0pp | 68.9%+15.6pp |
| Annual return | 19.76% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $6,317 | $3,371+87.4% | $4,624+36.6% | $2,596+143.3% |
| Participant deferral / active EE | $8,997 | $6,525+37.9% | $8,004+12.4% | $4,274+110.5% |
| Admin fee / account holder | $2,147 | $8,287-74.1% | $14,398-85.1% | $7,775-72.4% |