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 | $110,424 | $53,128+107.8% | $86,582+27.5% | $70,126+57.5% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 14.44% | 27.66%-13.2pp | 965.08%-950.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,481 | $2,068+20.0% | $2,839-12.6% | $2,343+5.9% |
| Participant deferral / active EE | $3,384 | $2,695+25.6% | $3,609-6.2% | $3,332+1.6% |
| Admin fee / account holder | $6,817 | $3,584+90.2% | $4,904+39.0% | $4,645+46.7% |