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 | $66,976 | $73,955-9.4% | $96,520-30.6% | $75,181-10.9% |
| Participation rate | 91.2% | 66.4%+24.8pp | 74.3%+16.8pp | 67.2%+24.0pp |
| Annual return | 20.13% | 26.72%-6.6pp | 35.72%-15.6pp | 160.69%-140.6pp |
| Employer contribution / active EE | $2,318 | $2,930-20.9% | $3,739-38.0% | $2,671-13.2% |
| Participant deferral / active EE | $6,024 | $3,659+64.6% | $4,879+23.5% | $4,126+46.0% |
| Admin fee / account holder | $1,226 | $5,217-76.5% | $6,733-81.8% | $5,650-78.3% |