Filed February 27, 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 | $112,437 | $106,749+5.3% | $145,433-22.7% | $82,448+36.4% |
| Participation rate | 81.1% | 75.6%+5.4pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 18.78% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,901 | $3,444-44.8% | $4,554-58.3% | $2,551-25.5% |
| Participant deferral / active EE | $5,420 | $6,519-16.8% | $7,897-31.4% | $4,139+31.0% |
| Admin fee / account holder | $4,470 | $8,390-46.7% | $13,129-66.0% | $7,234-38.2% |