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 | $81,457-10.4% | $103,378-29.4% | $80,911-9.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 18.26% | 25.58%-7.3pp | 24.91%-6.6pp | 35.63%-17.4pp |
| Employer contribution / active EE | $1,693 | $3,107-45.5% | $3,870-56.2% | $2,756-38.6% |
| Participant deferral / active EE | $4,465 | $3,871+15.4% | $5,058-11.7% | $4,297+3.9% |
| Admin fee / account holder | $18,925 | $6,717+181.8% | $8,401+125.3% | $6,935+172.9% |