Filed December 16, 2021
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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 | $49,803 | $73,978-32.7% | $96,515-48.4% | $75,173-33.7% |
| Participation rate | 96.2% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.0pp |
| Annual return | 11.61% | 26.72%-15.1pp | 35.73%-24.1pp | 160.72%-149.1pp |
| Employer contribution / active EE | $10,236 | $2,931+249.3% | $3,740+173.7% | $2,671+283.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,706 | $5,219-29.0% | $6,735-45.0% | $5,651-34.4% |