Filed April 21, 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 | $33,574 | $57,057-41.2% | $85,009-60.5% | $80,874-58.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.73% | 21.66%-6.9pp | 66.47%-51.7pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,319 | $1,799+84.5% | $2,728+21.7% | $2,756+20.5% |
| Participant deferral / active EE | $8,888 | $3,112+185.6% | $4,522+96.6% | $4,297+106.8% |
| Admin fee / account holder | $4,675 | $4,986-6.2% | $6,153-24.0% | $6,935-32.6% |