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 | $104,374 | $48,078+117.1% | $78,676+32.7% | $62,881+66.0% |
| Participation rate | 96.2% | 65.2%+30.9pp | 73.6%+22.6pp | 69.3%+26.8pp |
| Annual return | 4.87% | 31.36%-26.5pp | 62.19%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,529 | $2,015+25.5% | $2,850-11.3% | $2,281+10.9% |
| Participant deferral / active EE | $3,234 | $2,587+25.0% | $3,517-8.0% | $3,203+1.0% |
| Admin fee / account holder | $1,253 | $3,206-60.9% | $4,510-72.2% | $4,296-70.8% |