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 | $154,754-54.2% | $124,206-43.0% | $138,895-49.0% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.6%+7.3pp | 79.9%-3.0pp |
| Annual return | 14.68% | 709.28%-694.6pp | 515.27%-500.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $4,058 | $4,446-8.7% | $3,540+14.6% | $4,194-3.3% |
| Participant deferral / active EE | $5,443 | $4,621+17.8% | $3,968+37.2% | $6,396-14.9% |
| Admin fee / account holder | $4,793 | $6,690-28.4% | $5,929-19.2% | $12,562-61.8% |