Filed April 25, 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 | $93,021 | $72,492+28.3% | $87,104+6.8% | $72,975+27.5% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 22.54% | 24.46%-1.9pp | 28.19%-5.6pp | 81.01%-58.5pp |
| Employer contribution / active EE | $2,553 | $1,894+34.8% | $2,521+1.3% | $2,440+4.6% |
| Participant deferral / active EE | $3,064 | $3,270-6.3% | $4,048-24.3% | $3,608-15.1% |
| Admin fee / account holder | $10,257 | $5,055+102.9% | $7,491+36.9% | $5,124+100.2% |