Filed May 20, 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 | $84,318 | $77,472+8.8% | $100,415-16.0% | $80,959+4.1% |
| Participation rate | 87.7% | 76.9%+10.7pp | 81.5%+6.2pp | 67.7%+20.0pp |
| Annual return | 16.40% | 37.26%-20.9pp | 49.47%-33.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,975 | $2,800+77.6% | $3,943+26.2% | $2,757+80.4% |
| Participant deferral / active EE | $9,574 | $6,818+40.4% | $8,091+18.3% | $4,300+122.6% |
| Admin fee / account holder | $4,749 | $5,885-19.3% | $7,906-39.9% | $6,925-31.4% |