Filed April 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 | $73,278 | $58,311+25.7% | $81,882-10.5% | $80,959-9.5% |
| Participation rate | 71.1% | 63.5%+7.6pp | 72.4%-1.3pp | 67.7%+3.4pp |
| Annual return | 12.30% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,498 | $2,347+6.5% | $2,916-14.3% | $2,757-9.4% |
| Participant deferral / active EE | $4,252 | $3,287+29.4% | $4,323-1.6% | $4,300-1.1% |
| Admin fee / account holder | $9,946 | $4,752+109.3% | $7,360+35.1% | $6,925+43.6% |