Filed June 1, 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 | $114,545 | $83,485+37.2% | $125,195-8.5% | $72,976+57.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 22.84% | 25.77%-2.9pp | 43.79%-21.0pp | 81.02%-58.2pp |
| Employer contribution / active EE | $2,299 | $2,346-2.0% | $3,866-40.5% | $2,440-5.8% |
| Participant deferral / active EE | $5,809 | $3,586+62.0% | $4,937+17.6% | $3,608+61.0% |
| Admin fee / account holder | $26,023 | $5,518+371.6% | $9,704+168.2% | $5,124+407.9% |