Filed February 10, 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 | $133,831 | $73,787+81.4% | $98,716+35.6% | $82,448+62.3% |
| Participation rate | 92.9% | 61.4%+31.4pp | 69.3%+23.6pp | 68.1%+24.8pp |
| Annual return | 15.51% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,931 | $1,511+160.1% | $2,279+72.5% | $2,551+54.1% |
| Participant deferral / active EE | $6,417 | $3,081+108.3% | $4,048+58.5% | $4,139+55.0% |
| Admin fee / account holder | $2,737 | $6,500-57.9% | $8,703-68.5% | $7,234-62.2% |