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 | $106,749-44.3% | $145,433-59.1% | $82,448-27.9% |
| Participation rate | 84.5% | 75.6%+8.8pp | 82.1%+2.4pp | 68.1%+16.4pp |
| Annual return | 19.76% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $6,317 | $3,444+83.4% | $4,554+38.7% | $2,551+147.6% |
| Participant deferral / active EE | $8,997 | $6,519+38.0% | $7,897+13.9% | $4,139+117.4% |
| Admin fee / account holder | $2,147 | $8,390-74.4% | $13,129-83.6% | $7,234-70.3% |