Filed April 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 | $78,821 | $58,512+34.7% | $84,020-6.2% | $72,983+8.0% |
| Participation rate | 78.0% | 61.2%+16.8pp | 69.0%+9.0pp | 69.5%+8.5pp |
| Annual return | 20.38% | 28.93%-8.6pp | 71.31%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,287 | $1,163+96.6% | $1,984+15.3% | $2,440-6.3% |
| Participant deferral / active EE | $5,047 | $2,394+110.8% | $3,239+55.8% | $3,608+39.9% |
| Admin fee / account holder | $1,398 | $4,569-69.4% | $6,101-77.1% | $5,124-72.7% |