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 | $81,476-9.2% | $102,383-27.7% | $80,925-8.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -15.22% | 25.59%-40.8pp | 24.94%-40.2pp | 35.65%-50.9pp |
| Employer contribution / active EE | $8,779 | $3,105+182.8% | $3,870+126.8% | $2,756+218.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,416 | $6,717-64.0% | $8,391-71.2% | $6,940-65.2% |