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 | $74,489 | $70,486+5.7% | $100,535-25.9% | $79,856-6.7% |
| Participation rate | 98.0% | 73.6%+24.4pp | 79.4%+18.6pp | 69.6%+28.4pp |
| Annual return | 44.77% | 21.90%+22.9pp | 30.90%+13.9pp | 31.71%+13.1pp |
| Employer contribution / active EE | $3,272 | $2,165+51.1% | $3,419-4.3% | $2,471+32.4% |
| Participant deferral / active EE | $5,816 | $5,182+12.2% | $6,271-7.3% | $3,741+55.5% |
| Admin fee / account holder | $12,416 | $4,480+177.1% | $8,085+53.6% | $5,306+134.0% |