Filed December 3, 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 | $49,120 | $77,816-36.9% | $123,552-60.2% | $64,173-23.5% |
| Participation rate | 90.1% | 74.7%+15.4pp | 82.3%+7.8pp | 69.6%+20.6pp |
| Annual return | -7.80% | 12.49%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,395 | $3,014-20.6% | $4,628-48.3% | $2,381+0.6% |
| Participant deferral / active EE | $4,206 | $5,240-19.7% | $6,426-34.5% | $3,470+21.2% |
| Admin fee / account holder | $4,105 | $5,519-25.6% | $9,285-55.8% | $4,887-16.0% |