Filed January 30, 2022
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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 | $54,467 | $105,198-48.2% | $159,455-65.8% | $85,856-36.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.41% | 45.08%-32.7pp | 263.63%-251.2pp | 318.58%-306.2pp |
| Employer contribution / active EE | $3,429 | $3,319+3.3% | $4,830-29.0% | $2,565+33.7% |
| Participant deferral / active EE | $7,126 | $5,946+19.8% | $7,353-3.1% | $3,952+80.3% |
| Admin fee / account holder | $1,198 | $6,934-82.7% | $10,800-88.9% | $6,261-80.9% |