Filed May 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 | $50,760 | $81,208-37.5% | $98,916-48.7% | $79,858-36.4% |
| Participation rate | 71.2% | 72.5%-1.3pp | 76.0%-4.8pp | 69.6%+1.6pp |
| Annual return | 24.31% | 60.99%-36.7pp | 196.45%-172.1pp | 31.72%-7.4pp |
| Employer contribution / active EE | $2,069 | $1,960+5.6% | $2,689-23.1% | $2,471-16.3% |
| Participant deferral / active EE | $4,195 | $3,265+28.5% | $4,245-1.2% | $3,740+12.2% |
| Admin fee / account holder | $6,831 | $6,013+13.6% | $6,642+2.8% | $5,306+28.7% |