Filed April 21, 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 | $80,704 | $99,994-19.3% | $146,643-45.0% | $85,847-6.0% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 14.69% | 18.93%-4.2pp | 22.75%-8.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,281 | $2,559-50.0% | $4,137-69.0% | $2,565-50.1% |
| Participant deferral / active EE | $5,731 | $4,006+43.1% | $5,506+4.1% | $3,952+45.0% |
| Admin fee / account holder | $4,593 | $7,703-40.4% | $10,280-55.3% | $6,261-26.6% |