Filed January 4, 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 | $125,792 | $143,969-12.6% | $199,883-37.1% | $82,637+52.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 15.49% | 25.67%-10.2pp | 43.81%-28.3pp | 53.51%-38.0pp |
| Employer contribution / active EE | $4,665 | $4,632+0.7% | $6,261-25.5% | $2,552+82.8% |
| Participant deferral / active EE | $8,672 | $6,937+25.0% | $9,138-5.1% | $4,126+110.2% |
| Admin fee / account holder | $4,484 | $14,597-69.3% | $17,268-74.0% | $7,339-38.9% |