Filed December 16, 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 | $106,689 | $84,236+26.7% | $170,435-37.4% | $70,126+52.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.31% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,975 | $3,387-41.7% | $5,432-63.6% | $2,343-15.7% |
| Participant deferral / active EE | $3,327 | $3,086+7.8% | $4,939-32.6% | $3,332-0.1% |
| Admin fee / account holder | $9,096 | $5,698+59.6% | $13,881-34.5% | $4,645+95.8% |