Filed May 18, 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 | $69,524 | $69,590-0.1% | $136,867-49.2% | $94,015-26.1% |
| Participation rate | 78.0% | 66.3%+11.7pp | 74.5%+3.5pp | 70.8%+7.2pp |
| Annual return | 17.59% | 19.62%-2.0pp | 42.97%-25.4pp | 17.84%-0.3pp |
| Employer contribution / active EE | $2,216 | $2,396-7.5% | $3,547-37.5% | $2,790-20.6% |
| Participant deferral / active EE | $4,740 | $3,437+37.9% | $4,924-3.7% | $4,249+11.5% |
| Admin fee / account holder | $2,361 | $8,912-73.5% | $10,340-77.2% | $8,951-73.6% |