Filed June 29, 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 | $162,391 | $201,344-19.3% | $184,243-11.9% | $145,877+11.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.70% | 29.01%-1.3pp | 28.82%-1.1pp | 551.28%-523.6pp |
| Employer contribution / active EE | $5,635 | $7,022-19.8% | $6,427-12.3% | $4,663+20.8% |
| Participant deferral / active EE | $15,385 | $9,807+56.9% | $9,132+68.5% | $6,691+130.0% |
| Admin fee / account holder | $29,087 | $16,382+77.6% | $13,914+109.1% | $13,402+117.0% |