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.)
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 | $95,026 | $45,872+107.2% | $77,100+23.3% | $68,490+38.7% |
| Participation rate | 91.8% | 55.9%+35.9pp | 67.9%+23.9pp | 67.9%+23.9pp |
| Annual return | -35.59% | 1.73%-37.3pp | 42.35%-77.9pp | -7.85%-27.7pp |
| Employer contribution / active EE | $16,377 | $1,650+892.8% | $2,815+481.8% | $2,597+530.7% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,176 | $3,041-28.4% | $5,443-60.0% | $5,403-59.7% |