Filed July 28, 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 | $75,452 | $46,697+61.6% | $117,533-35.8% | $68,486+10.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.88% | -14.52%-1.4pp | 29.77%-45.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,515 | $1,506+133.5% | $4,179-15.9% | $2,597+35.4% |
| Participant deferral / active EE | $4,706 | $2,637+78.4% | $4,072+15.6% | $4,028+16.8% |
| Admin fee / account holder | $8,893 | $4,023+121.1% | $5,647+57.5% | $5,404+64.6% |