Filed October 28, 2021
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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 | $69,778 | $99,345-29.8% | $84,753-17.7% | $273,972-74.5% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 18.57% | 22.93%-4.4pp | 22.78%-4.2pp | 41.46%-22.9pp |
| Employer contribution / active EE | $3,246 | $4,214-23.0% | $3,574-9.2% | $4,869-33.3% |
| Participant deferral / active EE | $8,427 | $4,270+97.4% | $3,712+127.0% | $5,287+59.4% |
| Admin fee / account holder | $4,073 | $6,645-38.7% | $5,333-23.6% | $10,133-59.8% |