Filed May 3, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,782 | $80,985-80.5% | $96,576-83.7% | $75,181-79.0% |
| Participation rate | 74.3% | 71.8%+2.5pp | 76.0%-1.7pp | 67.2%+7.1pp |
| Annual return | 15.86% | 27.05%-11.2pp | 25.87%-10.0pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,136 | $3,929+30.7% | $4,851+5.9% | $4,126+24.5% |
| Admin fee / account holder | $1,434 | $6,719-78.7% | $8,253-82.6% | $5,650-74.6% |