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 | $58,211 | $54,763+6.3% | $90,324-35.6% | $72,976-20.2% |
| Participation rate | 88.6% | 65.2%+23.5pp | 73.3%+15.4pp | 69.5%+19.1pp |
| Annual return | 16.62% | 30.63%-14.0pp | 78.15%-61.5pp | 81.02%-64.4pp |
| Employer contribution / active EE | $2,672 | $2,093+27.6% | $2,856-6.4% | $2,440+9.5% |
| Participant deferral / active EE | $4,900 | $2,887+69.7% | $3,885+26.1% | $3,608+35.8% |
| Admin fee / account holder | $2,874 | $3,973-27.7% | $5,356-46.3% | $5,124-43.9% |