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 | $145,431-62.2% | $211,142-74.0% | $87,485-37.2% |
| Participation rate | 88.2% | 84.7%+3.5pp | 87.3%+0.9pp | 68.9%+19.3pp |
| Annual return | 20.04% | 27.21%-7.2pp | 46.84%-26.8pp | 26.06%-6.0pp |
| Employer contribution / active EE | $5,031 | $4,662+7.9% | $6,442-21.9% | $2,596+93.8% |
| Participant deferral / active EE | $9,004 | $6,859+31.3% | $9,284-3.0% | $4,274+110.7% |
| Admin fee / account holder | $3,713 | $17,052-78.2% | $19,076-80.5% | $7,775-52.2% |