Filed July 6, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,209 | $109,359-77.9% | $162,177-85.1% | $72,975-66.8% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 25.80% | 25.46%+0.3pp | 115.60%-89.8pp | 81.01%-55.2pp |
| Employer contribution / active EE | $847 | $3,907-78.3% | $5,613-84.9% | $2,440-65.3% |
| Participant deferral / active EE | $4,119 | $5,481-24.9% | $7,297-43.5% | $3,608+14.2% |
| Admin fee / account holder | $926 | $7,972-88.4% | $10,843-91.5% | $5,124-81.9% |