Filed September 5, 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 | $45,374 | $49,255-7.9% | $70,494-35.6% | $79,856-43.2% |
| Participation rate | 78.3% | 69.2%+9.1pp | 75.1%+3.2pp | 69.6%+8.6pp |
| Annual return | 13.99% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $938 | $2,100-55.3% | $2,738-65.7% | $2,471-62.0% |
| Participant deferral / active EE | $2,065 | $2,768-25.4% | $3,711-44.3% | $3,741-44.8% |
| Admin fee / account holder | $9,525 | $2,879+230.8% | $3,848+147.5% | $5,306+79.5% |