Filed February 28, 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 | $48,825 | $137,414-64.5% | $189,537-74.2% | $85,847-43.1% |
| Participation rate | 86.8% | 84.6%+2.2pp | 87.8%-1.0pp | 69.3%+17.5pp |
| Annual return | 8.10% | 38.14%-30.0pp | 555.34%-547.2pp | 318.61%-310.5pp |
| Employer contribution / active EE | $2,126 | $4,344-51.1% | $6,161-65.5% | $2,565-17.1% |
| Participant deferral / active EE | $3,968 | $6,260-36.6% | $8,220-51.7% | $3,952+0.4% |
| Admin fee / account holder | $5,852 | $8,630-32.2% | $12,048-51.4% | $6,261-6.5% |