Filed May 2, 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 | $77,271 | $81,504-5.2% | $102,437-24.6% | $80,959-4.6% |
| Participation rate | 90.9% | 66.9%+24.1pp | 74.5%+16.4pp | 67.7%+23.2pp |
| Annual return | 16.49% | 25.60%-9.1pp | 24.95%-8.5pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,647 | $3,104-14.7% | $3,871-31.6% | $2,757-4.0% |
| Participant deferral / active EE | $6,199 | $3,871+60.2% | $5,060+22.5% | $4,300+44.2% |
| Admin fee / account holder | $4,077 | $6,719-39.3% | $8,388-51.4% | $6,925-41.1% |