Filed March 3, 2022 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,061 | $140,592-58.7% | $123,105-52.8% | $125,389-53.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.56% | 16.80%-21.4pp | 13.22%-17.8pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,865 | $6,041-69.1% | $5,151-63.8% | $4,866-61.7% |
| Participant deferral / active EE | $10,732 | $6,980+53.7% | $6,229+72.3% | $5,352+100.5% |
| Admin fee / account holder | $1,235 | $11,198-89.0% | $9,014-86.3% | $9,541-87.1% |