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 | $128,297 | $124,351+3.2% | $109,188+17.5% | $167,553-23.4% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 12.51% | 26.04%-13.5pp | 25.76%-13.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $3,894 | $4,210-7.5% | $3,723+4.6% | $4,840-19.5% |
| Participant deferral / active EE | $9,981 | $5,257+89.9% | $4,654+114.5% | $6,343+57.4% |
| Admin fee / account holder | $9,204 | $7,975+15.4% | $6,755+36.2% | $12,316-25.3% |