Filed September 15, 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 | $25,223 | $52,678-52.1% | $75,784-66.7% | $59,633-57.7% |
| Participation rate | 86.8% | 67.2%+19.6pp | 75.8%+11.0pp | 68.7%+18.2pp |
| Annual return | -4.89% | 2.95%-7.8pp | 9.68%-14.6pp | 2041.40%-2046.3pp |
| Employer contribution / active EE | $3,974 | $2,193+81.2% | $3,323+19.6% | $2,203+80.4% |
| Participant deferral / active EE | $5,354 | $2,591+106.7% | $3,652+46.6% | $3,192+67.8% |
| Admin fee / account holder | $1,187 | $3,610-67.1% | $5,300-77.6% | $4,297-72.4% |