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 | $106,524+5.6% | $152,301-26.2% | $87,485+28.5% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.4%-1.4pp | 68.9%+12.1pp |
| Annual return | 18.78% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,901 | $3,371-43.6% | $4,624-58.9% | $2,596-26.8% |
| Participant deferral / active EE | $5,420 | $6,525-16.9% | $8,004-32.3% | $4,274+26.8% |
| Admin fee / account holder | $4,470 | $8,287-46.1% | $14,398-69.0% | $7,775-42.5% |