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 | $31,174 | $137,414-77.3% | $189,520-83.6% | $85,856-63.7% |
| Participation rate | 95.0% | 84.6%+10.4pp | 87.8%+7.2pp | 69.3%+25.7pp |
| Annual return | 28.98% | 38.14%-9.2pp | 555.25%-526.3pp | 318.58%-289.6pp |
| Employer contribution / active EE | $1,194 | $4,344-72.5% | $6,161-80.6% | $2,565-53.4% |
| Participant deferral / active EE | $6,570 | $6,260+4.9% | $8,220-20.1% | $3,952+66.2% |
| Admin fee / account holder | $912 | $8,630-89.4% | $12,046-92.4% | $6,261-85.4% |