Filed December 27, 2021
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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 | $39,966 | $53,128-24.8% | $86,582-53.8% | $70,126-43.0% |
| Participation rate | 88.1% | 65.3%+22.8pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 12.16% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,816 | $2,068-12.2% | $2,839-36.0% | $2,343-22.5% |
| Participant deferral / active EE | $4,257 | $2,695+58.0% | $3,609+18.0% | $3,332+27.8% |
| Admin fee / account holder | $11,118 | $3,584+210.2% | $4,904+126.7% | $4,645+139.3% |