Filed July 17, 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 | $72,976 | $81,487-10.4% | $102,412-28.7% | $80,935-9.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 18.26% | 25.60%-7.3pp | 24.94%-6.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,693 | $3,103-45.4% | $3,870-56.2% | $2,757-38.6% |
| Participant deferral / active EE | $4,465 | $3,871+15.4% | $5,060-11.8% | $4,299+3.9% |
| Admin fee / account holder | $18,925 | $6,717+181.7% | $8,388+125.6% | $6,924+173.3% |