Filed June 1, 2022
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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 | $74,000 | $81,504-9.2% | $102,437-27.8% | $80,959-8.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -15.22% | 25.60%-40.8pp | 24.95%-40.2pp | 35.67%-50.9pp |
| Employer contribution / active EE | $8,779 | $3,104+182.9% | $3,871+126.8% | $2,757+218.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,416 | $6,719-64.0% | $8,388-71.2% | $6,925-65.1% |