Filed February 22, 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 | $119,949 | $154,228-22.2% | $145,433-17.5% | $137,256-12.6% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 30.69% | 74.59%-43.9pp | 66.58%-35.9pp | 220.34%-189.7pp |
| Employer contribution / active EE | $3,247 | $4,804-32.4% | $4,554-28.7% | $4,156-21.9% |
| Participant deferral / active EE | $8,604 | $8,216+4.7% | $7,897+9.0% | $6,407+34.3% |
| Admin fee / account holder | $14,127 | $14,344-1.5% | $13,129+7.6% | $12,270+15.1% |