Filed September 17, 2021
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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 | $63,739 | $91,086-30.0% | $203,872-68.7% | $86,983-26.7% |
| Participation rate | 70.0% | 65.8%+4.2pp | 77.8%-7.8pp | 69.5%+0.5pp |
| Annual return | 15.43% | 22.30%-6.9pp | 85.11%-69.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,345 | $2,063+13.7% | $3,757-37.6% | $2,584-9.3% |
| Participant deferral / active EE | $4,735 | $4,019+17.8% | $6,388-25.9% | $4,194+12.9% |
| Admin fee / account holder | $10,849 | $8,987+20.7% | $11,730-7.5% | $7,856+38.1% |