Filed June 23, 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 | $87,635 | $68,398+28.1% | $94,664-7.4% | $75,173+16.6% |
| Participation rate | 75.0% | 76.1%-1.1pp | 80.8%-5.8pp | 67.2%+7.8pp |
| Annual return | 13.89% | 616.72%-602.8pp | 156.84%-143.0pp | 160.72%-146.8pp |
| Employer contribution / active EE | $2,120 | $2,701-21.5% | $3,673-42.3% | $2,671-20.6% |
| Participant deferral / active EE | $4,270 | $6,537-34.7% | $7,417-42.4% | $4,126+3.5% |
| Admin fee / account holder | $8,861 | $5,324+66.4% | $7,222+22.7% | $5,651+56.8% |