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 | $104,205 | $49,897+108.8% | $80,648+29.2% | $75,177+38.6% |
| Participation rate | 96.0% | 55.3%+40.7pp | 67.0%+29.0pp | 67.2%+28.8pp |
| Annual return | 4.97% | 34.68%-29.7pp | 937.21%-932.2pp | 160.75%-155.8pp |
| Employer contribution / active EE | $18,687 | $1,699+999.9% | $2,724+586.1% | $2,671+599.6% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,653 | $3,579-25.9% | $5,382-50.7% | $5,651-53.1% |