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 | $154,754-78.3% | $124,206-72.9% | $138,895-75.8% |
| Participation rate | 93.8% | 75.5%+18.3pp | 69.6%+24.2pp | 79.9%+13.8pp |
| Annual return | 26.89% | 709.28%-682.4pp | 515.27%-488.4pp | 145.39%-118.5pp |
| Employer contribution / active EE | $4,270 | $4,446-4.0% | $3,540+20.6% | $4,194+1.8% |
| Participant deferral / active EE | $7,027 | $4,621+52.1% | $3,968+77.1% | $6,396+9.9% |
| Admin fee / account holder | $2,656 | $6,690-60.3% | $5,929-55.2% | $12,562-78.9% |