Filed July 31, 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 | $33,620 | $149,040-77.4% | $120,225-72.0% | $137,256-75.5% |
| Participation rate | 93.8% | 75.4%+18.3pp | 69.6%+24.2pp | 80.0%+13.8pp |
| Annual return | 26.89% | 605.68%-578.8pp | 439.23%-412.3pp | 220.34%-193.4pp |
| Employer contribution / active EE | $4,270 | $4,350-1.8% | $3,475+22.9% | $4,156+2.8% |
| Participant deferral / active EE | $7,027 | $4,655+51.0% | $3,999+75.7% | $6,407+9.7% |
| Admin fee / account holder | $2,656 | $6,348-58.2% | $5,696-53.4% | $12,270-78.4% |