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 | $102,595-11.1% | $94,057-3.0% | $154,746-41.1% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 21.25% | 583.42%-562.2pp | 480.62%-459.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,577 | $3,147+13.6% | $2,933+21.9% | $4,379-18.3% |
| Participant deferral / active EE | $5,792 | $5,118+13.2% | $4,709+23.0% | $6,730-13.9% |
| Admin fee / account holder | $6,156 | $7,736-20.4% | $7,244-15.0% | $14,365-57.1% |