Filed November 3, 2022
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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 | $91,542 | $82,674+10.7% | $125,363-27.0% | $68,495+33.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.15%-590.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,857 | $3,382+14.1% | $4,815-19.9% | $2,596+48.6% |
| Participant deferral / active EE | $8,886 | $6,111+45.4% | $7,447+19.3% | $4,028+120.6% |
| Admin fee / account holder | $6,247 | $6,276-0.5% | $10,005-37.6% | $5,403+15.6% |