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 | $77,460+8.9% | $100,378-16.0% | $80,925+4.2% |
| Participation rate | 87.7% | 76.9%+10.7pp | 81.5%+6.2pp | 67.7%+20.0pp |
| Annual return | 16.40% | 37.24%-20.8pp | 49.41%-33.0pp | 35.65%-19.3pp |
| Employer contribution / active EE | $4,975 | $2,801+77.6% | $3,942+26.2% | $2,756+80.5% |
| Participant deferral / active EE | $9,574 | $6,818+40.4% | $8,087+18.4% | $4,299+122.7% |
| Admin fee / account holder | $4,749 | $5,887-19.3% | $7,899-39.9% | $6,940-31.6% |