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 | $67,291 | $63,365+6.2% | $91,994-26.9% | $72,976-7.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.62% | 35.35%-10.7pp | 69.04%-44.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $3,746 | $2,116+77.1% | $3,453+8.5% | $2,440+53.5% |
| Participant deferral / active EE | $7,516 | $4,883+53.9% | $5,924+26.9% | $3,608+108.3% |
| Admin fee / account holder | $2,654 | $4,670-43.2% | $7,744-65.7% | $5,124-48.2% |