Filed March 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 | $89,255 | $106,749-16.4% | $145,433-38.6% | $82,448+8.3% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 17.09% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,127 | $3,444+19.8% | $4,554-9.4% | $2,551+61.8% |
| Participant deferral / active EE | $10,484 | $6,519+60.8% | $7,897+32.8% | $4,139+153.3% |
| Admin fee / account holder | $5,864 | $8,390-30.1% | $13,129-55.3% | $7,234-18.9% |