Filed January 18, 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 | $22,491 | $58,888-61.8% | $178,499-87.4% | $73,493-69.4% |
| Participation rate | 87.0% | 66.2%+20.8pp | 81.9%+5.1pp | 70.7%+16.3pp |
| Annual return | 17.54% | 24.86%-7.3pp | 151.10%-133.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,646 | $2,236-26.4% | $5,011-67.1% | $2,270-27.5% |
| Participant deferral / active EE | $4,241 | $2,568+65.2% | $5,202-18.5% | $3,740+13.4% |
| Admin fee / account holder | $1,064 | $400+165.8% | $13,986-92.4% | $513+107.4% |