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 | $87,574 | $91,537-4.3% | $130,045-32.7% | $75,173+16.5% |
| Participation rate | 70.0% | 71.5%-1.5pp | 78.5%-8.5pp | 67.2%+2.8pp |
| Annual return | 18.81% | -631.55%+650.4pp | -137.30%+156.1pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,074 | $2,845-62.3% | $4,321-75.2% | $2,671-59.8% |
| Participant deferral / active EE | $4,308 | $4,343-0.8% | $5,820-26.0% | $4,126+4.4% |
| Admin fee / account holder | $3,064 | $6,780-54.8% | $10,600-71.1% | $5,651-45.8% |