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 | $77,901 | $55,902+39.4% | $76,030+2.5% | $80,959-3.8% |
| Participation rate | 74.4% | 62.1%+12.3pp | 69.1%+5.3pp | 67.7%+6.7pp |
| Annual return | 12.01% | 20.59%-8.6pp | 361.54%-349.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,215 | $1,867+18.7% | $2,688-17.6% | $2,757-19.7% |
| Participant deferral / active EE | $5,049 | $3,051+65.5% | $4,257+18.6% | $4,300+17.4% |
| Admin fee / account holder | $30,241 | $5,239+477.2% | $6,421+371.0% | $6,925+336.7% |