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 | $24,067 | $84,236-71.4% | $170,435-85.9% | $70,126-65.7% |
| Participation rate | 88.4% | 70.8%+17.6pp | 83.6%+4.8pp | 69.5%+18.9pp |
| Annual return | 13.67% | 23.06%-9.4pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,375 | $3,387-29.9% | $5,432-56.3% | $2,343+1.4% |
| Participant deferral / active EE | $2,904 | $3,086-5.9% | $4,939-41.2% | $3,332-12.8% |
| Admin fee / account holder | $6,543 | $5,698+14.8% | $13,881-52.9% | $4,645+40.9% |