Filed December 2, 2021
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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 | $74,263 | $60,349+23.1% | $74,184+0.1% | $62,881+18.1% |
| Participation rate | 93.0% | 72.7%+20.3pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 7.98% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,326 | $1,680+38.4% | $2,370-1.9% | $2,281+2.0% |
| Participant deferral / active EE | $9,194 | $2,856+221.9% | $3,550+159.0% | $3,203+187.1% |
| Admin fee / account holder | $7,379 | $4,261+73.2% | $5,586+32.1% | $4,296+71.8% |