Filed November 17, 2021
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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 | $59,174 | $67,602-12.5% | $82,312-28.1% | $70,126-15.6% |
| Participation rate | 82.3% | 72.8%+9.5pp | 76.9%+5.4pp | 69.5%+12.7pp |
| Annual return | 17.34% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $718 | $1,755-59.1% | $2,428-70.4% | $2,343-69.4% |
| Participant deferral / active EE | $3,637 | $2,987+21.8% | $3,706-1.9% | $3,332+9.2% |
| Admin fee / account holder | $6,572 | $4,512+45.7% | $5,608+17.2% | $4,645+41.5% |