Filed May 31, 2022
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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 | $92,604 | $45,152+105.1% | $73,836+25.4% | $59,633+55.3% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | -0.51% | 27.40%-27.9pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,392 | $1,901+25.8% | $2,787-14.2% | $2,203+8.6% |
| Participant deferral / active EE | $3,337 | $2,573+29.7% | $3,583-6.9% | $3,192+4.6% |
| Admin fee / account holder | $1,417 | $3,515-59.7% | $4,882-71.0% | $4,297-67.0% |