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 | $69,565 | $68,398+1.7% | $94,664-26.5% | $75,173-7.5% |
| Participation rate | 88.5% | 76.1%+12.4pp | 80.8%+7.7pp | 67.2%+21.3pp |
| Annual return | 38.90% | 616.72%-577.8pp | 156.84%-117.9pp | 160.72%-121.8pp |
| Employer contribution / active EE | $3,722 | $2,701+37.8% | $3,673+1.3% | $2,671+39.4% |
| Participant deferral / active EE | $6,606 | $6,537+1.1% | $7,417-10.9% | $4,126+60.1% |
| Admin fee / account holder | $7,073 | $5,324+32.8% | $7,222-2.1% | $5,651+25.2% |