Filed February 13, 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 | $23,827 | $50,464-52.8% | $75,784-68.6% | $52,331-54.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 39.37% | 1.03%+38.3pp | 9.68%+29.7pp | 4.54%+34.8pp |
| Employer contribution / active EE | $1,936 | $1,988-2.6% | $3,323-41.8% | $1,882+2.9% |
| Participant deferral / active EE | $3,895 | $2,570+51.5% | $3,652+6.7% | $3,022+28.9% |
| Admin fee / account holder | $5,302 | $1,103+380.8% | $5,3000% | $592+796.3% |