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.)
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 | $46,217 | $209,336-77.9% | $197,124-76.6% | $137,256-66.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.71% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,792 | $6,591-57.6% | $6,227-55.2% | $4,156-32.8% |
| Participant deferral / active EE | $5,688 | $9,614-40.8% | $9,135-37.7% | $6,407-11.2% |
| Admin fee / account holder | $5,736 | $17,308-66.9% | $16,298-64.8% | $12,270-53.2% |