Filed September 27, 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 | $181,394 | $89,370+103.0% | $141,197+28.5% | $72,976+148.6% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-8.9pp | 69.5%+4.0pp |
| Annual return | 26.53% | 111.88%-85.3pp | 71.41%-44.9pp | 81.02%-54.5pp |
| Employer contribution / active EE | $3,104 | $3,115-0.3% | $4,736-34.5% | $2,440+27.2% |
| Participant deferral / active EE | $7,442 | $5,419+37.3% | $6,710+10.9% | $3,608+106.3% |
| Admin fee / account holder | $9,005 | $5,957+51.2% | $10,265-12.3% | $5,124+75.7% |