Filed January 19, 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 | $91,210 | $72,071+26.6% | $68,368+33.4% | $137,256-33.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 21.25% | 353.14%-331.9pp | 292.57%-271.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,577 | $2,788+28.3% | $2,649+35.0% | $4,156-13.9% |
| Participant deferral / active EE | $5,792 | $4,410+31.3% | $4,123+40.5% | $6,407-9.6% |
| Admin fee / account holder | $6,156 | $5,336+15.4% | $5,150+19.5% | $12,270-49.8% |