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 | $58,178 | $62,589-7.0% | $76,768-24.2% | $64,173-9.3% |
| Participation rate | 79.3% | 72.8%+6.5pp | 77.0%+2.3pp | 69.6%+9.7pp |
| Annual return | -5.21% | -1.95%-3.3pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $741 | $1,832-59.6% | $2,485-70.2% | $2,381-68.9% |
| Participant deferral / active EE | $3,856 | $3,145+22.6% | $3,852+0.1% | $3,470+11.1% |
| Admin fee / account holder | $4,425 | $4,667-5.2% | $6,675-33.7% | $4,887-9.5% |