Filed June 1, 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 | $45,610 | $57,305-20.4% | $86,640-47.4% | $75,173-39.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.18% | 2674.24%-2661.1pp | 592.52%-579.3pp | 160.72%-147.5pp |
| Employer contribution / active EE | $5,481 | $2,316+136.7% | $3,024+81.2% | $2,671+105.2% |
| Participant deferral / active EE | $6,359 | $3,320+91.6% | $4,438+43.3% | $4,126+54.1% |
| Admin fee / account holder | $400 | $4,116-90.3% | $5,616-92.9% | $5,651-92.9% |