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 | $52,100 | $165,381-68.5% | $149,730-65.2% | $158,966-67.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 19.74% | 348.29%-328.6pp | 276.70%-257.0pp | 302.95%-283.2pp |
| Employer contribution / active EE | $3,295 | $5,104-35.5% | $4,645-29.1% | $4,762-30.8% |
| Participant deferral / active EE | $6,801 | $7,182-5.3% | $6,843-0.6% | $5,983+13.7% |
| Admin fee / account holder | $3,344 | $10,809-69.1% | $9,310-64.1% | $11,250-70.3% |