Filed February 17, 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 | $74,463 | $106,524-30.1% | $152,301-51.1% | $87,485-14.9% |
| Participation rate | 78.7% | 75.8%+3.0pp | 82.4%-3.7pp | 68.9%+9.8pp |
| Annual return | 19.01% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.1pp |
| Employer contribution / active EE | $3,746 | $3,371+11.1% | $4,624-19.0% | $2,596+44.3% |
| Participant deferral / active EE | $9,299 | $6,525+42.5% | $8,004+16.2% | $4,274+117.6% |
| Admin fee / account holder | $2,739 | $8,287-67.0% | $14,398-81.0% | $7,775-64.8% |