Filed April 19, 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 | $70,839 | $149,040-52.5% | $120,225-41.1% | $137,256-48.4% |
| Participation rate | 76.9% | 75.4%+1.5pp | 69.6%+7.3pp | 80.0%-3.0pp |
| Annual return | 14.68% | 605.68%-591.0pp | 439.23%-424.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,058 | $4,350-6.7% | $3,475+16.8% | $4,156-2.4% |
| Participant deferral / active EE | $5,443 | $4,655+16.9% | $3,999+36.1% | $6,407-15.0% |
| Admin fee / account holder | $4,793 | $6,348-24.5% | $5,696-15.9% | $12,270-60.9% |