Filed November 29, 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 | $34,863 | $81,870-57.4% | $119,622-70.9% | $68,486-49.1% |
| Participation rate | 73.6% | 71.9%+1.7pp | 79.3%-5.7pp | 67.9%+5.7pp |
| Annual return | -18.05% | -23.82%+5.8pp | -14.98%-3.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,716 | $2,692-36.3% | $4,232-59.5% | $2,597-33.9% |
| Participant deferral / active EE | $2,793 | $4,148-32.7% | $5,601-50.1% | $4,028-30.6% |
| Admin fee / account holder | $4,172 | $6,583-36.6% | $10,328-59.6% | $5,404-22.8% |