Filed April 18, 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 | $34,414 | $73,978-53.5% | $96,515-64.3% | $75,173-54.2% |
| Participation rate | 86.4% | 66.4%+19.9pp | 74.3%+12.0pp | 67.2%+19.2pp |
| Annual return | 25.39% | 26.72%-1.3pp | 35.73%-10.3pp | 160.72%-135.3pp |
| Employer contribution / active EE | $2,286 | $2,931-22.0% | $3,740-38.9% | $2,671-14.4% |
| Participant deferral / active EE | $4,720 | $3,660+29.0% | $4,880-3.3% | $4,126+14.4% |
| Admin fee / account holder | $1,645 | $5,219-68.5% | $6,735-75.6% | $5,651-70.9% |