Filed March 9, 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 | $80,172 | $72,114+11.2% | $108,745-26.3% | $62,881+27.5% |
| Participation rate | 96.5% | 74.6%+21.9pp | 77.7%+18.8pp | 69.3%+27.2pp |
| Annual return | -4.21% | 13.41%-17.6pp | 46.22%-50.4pp | 20.14%-24.4pp |
| Employer contribution / active EE | $4,357 | $2,694+61.8% | $3,323+31.1% | $2,281+91.0% |
| Participant deferral / active EE | $6,907 | $4,044+70.8% | $5,121+34.9% | $3,203+115.6% |
| Admin fee / account holder | $2,418 | $4,608-47.5% | $6,144-60.6% | $4,296-43.7% |