Filed January 22, 2024
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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 | $181,900 | $209,422-13.1% | $178,503+1.9% | $158,982+14.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.02% | 188.81%-181.8pp | 151.12%-144.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | $8,632 | $5,707+51.2% | $5,011+72.2% | $4,763+81.2% |
| Participant deferral / active EE | $3,775 | $5,955-36.6% | $5,202-27.4% | $5,983-36.9% |
| Admin fee / account holder | $1,053 | $17,079-93.8% | $13,987-92.5% | $11,252-90.6% |