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 | $106,864-44.4% | $147,318-59.7% | $82,637-28.1% |
| Participation rate | 84.5% | 75.5%+9.0pp | 82.1%+2.4pp | 68.1%+16.4pp |
| Annual return | 19.76% | 27.49%-7.7pp | 70.43%-50.7pp | 53.51%-33.7pp |
| Employer contribution / active EE | $6,317 | $3,417+84.9% | $4,593+37.5% | $2,552+147.5% |
| Participant deferral / active EE | $8,997 | $6,496+38.5% | $7,906+13.8% | $4,126+118.0% |
| Admin fee / account holder | $2,147 | $8,415-74.5% | $13,708-84.3% | $7,339-70.7% |