Filed June 17, 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 | $35,966 | $201,370-82.1% | $184,256-80.5% | $145,897-75.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.90% | 29.05%-22.1pp | 28.85%-21.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $3,980 | $7,024-43.3% | $6,427-38.1% | $4,663-14.6% |
| Participant deferral / active EE | $6,236 | $9,808-36.4% | $9,133-31.7% | $6,689-6.8% |
| Admin fee / account holder | $1,272 | $16,364-92.2% | $13,899-90.8% | $13,390-90.5% |