Filed February 13, 2024
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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 | $25,938 | $77,638-66.6% | $156,551-83.4% | $62,881-58.8% |
| Participation rate | 88.1% | 71.2%+16.9pp | 84.0%+4.1pp | 69.3%+18.8pp |
| Annual return | 8.46% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,524 | $3,444-26.7% | $5,501-54.1% | $2,281+10.7% |
| Participant deferral / active EE | $2,977 | $3,046-2.3% | $4,871-38.9% | $3,203-7.1% |
| Admin fee / account holder | $2,923 | $5,561-47.4% | $13,028-77.6% | $4,296-32.0% |