Filed December 29, 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 | $153,855 | $165,381-7.0% | $149,730+2.8% | $158,966-3.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.75% | 348.29%-329.5pp | 276.70%-257.9pp | 302.95%-284.2pp |
| Employer contribution / active EE | $6,287 | $5,104+23.2% | $4,645+35.3% | $4,762+32.0% |
| Participant deferral / active EE | $8,783 | $7,182+22.3% | $6,843+28.3% | $5,983+46.8% |
| Admin fee / account holder | $1,540 | $10,809-85.8% | $9,310-83.5% | $11,250-86.3% |