Filed December 16, 2021
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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 | $88,851 | $98,766-10.0% | $149,730-40.7% | $79,852+11.3% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 8.61% | 27.43%-18.8pp | 276.70%-268.1pp | 31.72%-23.1pp |
| Employer contribution / active EE | $2,767 | $3,217-14.0% | $4,645-40.4% | $2,471+12.0% |
| Participant deferral / active EE | $6,902 | $5,681+21.5% | $6,843+0.9% | $3,740+84.5% |
| Admin fee / account holder | $5,487 | $6,052-9.3% | $9,310-41.1% | $5,306+3.4% |