Filed May 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 | $80,947 | $58,627+38.1% | $76,735+5.5% | $82,448-1.8% |
| Participation rate | 72.3% | 63.2%+9.1pp | 69.5%+2.8pp | 68.1%+4.3pp |
| Annual return | 21.40% | 39.10%-17.7pp | 29.77%-8.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,098 | $1,729+21.3% | $2,454-14.5% | $2,551-17.8% |
| Participant deferral / active EE | $5,149 | $3,134+64.3% | $4,088+26.0% | $4,139+24.4% |
| Admin fee / account holder | $14,424 | $5,323+171.0% | $7,189+100.6% | $7,234+99.4% |