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 | $60,807 | $64,359-5.5% | $90,161-32.6% | $70,126-13.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.31% | 28.13%-10.8pp | 34.89%-17.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $3,259 | $2,046+59.3% | $3,318-1.8% | $2,343+39.1% |
| Participant deferral / active EE | $7,106 | $4,389+61.9% | $5,287+34.4% | $3,332+113.3% |
| Admin fee / account holder | $12,297 | $3,945+211.7% | $5,943+106.9% | $4,645+164.7% |