Filed July 24, 2022
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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 | $24,533 | $138,075-82.2% | $123,552-80.1% | $135,379-81.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -22.35% | 153.70%-176.0pp | 119.20%-141.6pp | 519.79%-542.1pp |
| Employer contribution / active EE | $4,105 | $5,152-20.3% | $4,628-11.3% | $4,779-14.1% |
| Participant deferral / active EE | $12,397 | $6,800+82.3% | $6,426+92.9% | $5,609+121.0% |
| Admin fee / account holder | $328 | $10,917-97.0% | $9,285-96.5% | $10,828-97.0% |