Filed November 18, 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 | $62,136 | $138,386-55.1% | $184,260-66.3% | $80,935-23.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.7%+18.1pp |
| Annual return | 19.86% | 20.02%-0.2pp | 28.84%-9.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $2,387 | $4,851-50.8% | $6,427-62.9% | $2,757-13.4% |
| Participant deferral / active EE | $5,468 | $7,076-22.7% | $9,133-40.1% | $4,299+27.2% |
| Admin fee / account holder | $5,276 | $10,489-49.7% | $13,898-62.0% | $6,924-23.8% |