Filed January 4, 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 | $130,374 | $176,688-26.2% | $130,660-0.2% | $152,909-14.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 2.39% | 2693.08%-2690.7pp | 1709.29%-1706.9pp | 345.46%-343.1pp |
| Employer contribution / active EE | $2,926 | $5,743-49.1% | $4,092-28.5% | $4,764-38.6% |
| Participant deferral / active EE | $9,947 | $4,362+128.0% | $3,603+176.1% | $5,851+70.0% |
| Admin fee / account holder | $62,202 | $7,131+772.3% | $5,463+1038.6% | $11,601+436.2% |