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 | $108,717 | $71,215+52.7% | $93,696+16.0% | $80,935+34.3% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.7%+19.6pp |
| Annual return | 15.32% | 11.27%+4.1pp | 133.74%-118.4pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,898 | $1,565+85.2% | $2,422+19.7% | $2,757+5.1% |
| Participant deferral / active EE | $4,870 | $4,037+20.7% | $4,417+10.3% | $4,299+13.3% |
| Admin fee / account holder | $2,151 | $6,958-69.1% | $8,287-74.0% | $6,924-68.9% |