Filed November 23, 2021 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,601 | $54,757-16.7% | $90,304-49.5% | $72,975-37.5% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.3%+12.9pp | 69.5%+16.7pp |
| Annual return | 6.66% | 30.63%-24.0pp | 78.13%-71.5pp | 81.01%-74.4pp |
| Employer contribution / active EE | $2,346 | $2,093+12.1% | $2,855-17.8% | $2,440-3.8% |
| Participant deferral / active EE | $4,044 | $2,887+40.1% | $3,885+4.1% | $3,608+12.1% |
| Admin fee / account holder | $650 | $3,973-83.6% | $5,354-87.9% | $5,124-87.3% |