Filed March 30, 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 | $54,968 | $146,267-62.4% | $197,124-72.1% | $82,448-33.3% |
| Participation rate | 88.2% | 84.0%+4.2pp | 86.7%+1.5pp | 68.1%+20.2pp |
| Annual return | 20.04% | 29.61%-9.6pp | 44.34%-24.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $5,031 | $4,723+6.5% | $6,227-19.2% | $2,551+97.2% |
| Participant deferral / active EE | $9,004 | $7,035+28.0% | $9,135-1.4% | $4,139+117.5% |
| Admin fee / account holder | $3,713 | $14,422-74.3% | $16,298-77.2% | $7,234-48.7% |