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 | $162,529-79.3% | $130,788-74.3% | $154,746-78.3% |
| Participation rate | 93.8% | 75.9%+17.9pp | 70.1%+23.6pp | 80.7%+13.0pp |
| Annual return | 26.89% | 510.48%-483.6pp | 386.44%-359.5pp | 172.34%-145.4pp |
| Employer contribution / active EE | $4,270 | $4,447-4.0% | $3,558+20.0% | $4,379-2.5% |
| Participant deferral / active EE | $7,027 | $4,808+46.1% | $4,137+69.9% | $6,730+4.4% |
| Admin fee / account holder | $2,656 | $7,669-65.4% | $6,673-60.2% | $14,365-81.5% |