Filed February 8, 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 | $37,436 | $81,487-54.1% | $102,412-63.4% | $80,935-53.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.19% | 25.60%-18.4pp | 24.94%-17.8pp | 35.66%-28.5pp |
| Employer contribution / active EE | $5,875 | $3,103+89.3% | $3,870+51.8% | $2,757+113.1% |
| Participant deferral / active EE | $3,763 | $3,871-2.8% | $5,060-25.6% | $4,299-12.5% |
| Admin fee / account holder | $2,684 | $6,717-60.0% | $8,388-68.0% | $6,924-61.2% |