Filed January 29, 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 | $74,396 | $42,909+73.4% | $60,906+22.1% | $68,486+8.6% |
| Participation rate | 89.2% | 66.8%+22.4pp | 73.1%+16.1pp | 67.9%+21.3pp |
| Annual return | -12.63% | -13.99%+1.4pp | 16.94%-29.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $3,432 | $1,979+73.4% | $2,703+27.0% | $2,597+32.2% |
| Participant deferral / active EE | $6,866 | $2,866+139.6% | $3,814+80.0% | $4,028+70.5% |
| Admin fee / account holder | $3,760 | $3,104+21.2% | $3,227+16.5% | $5,404-30.4% |