Filed August 1, 2021
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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 | $70,852 | $160,059-55.7% | $140,019-49.4% | $135,379-47.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -11.24% | 911.44%-922.7pp | 651.15%-662.4pp | 519.79%-531.0pp |
| Employer contribution / active EE | $5,625 | $6,420-12.4% | $5,605+0.4% | $4,779+17.7% |
| Participant deferral / active EE | $15,516 | $7,641+103.1% | $6,927+124.0% | $5,609+176.6% |
| Admin fee / account holder | $957 | $13,328-92.8% | $10,705-91.1% | $10,828-91.2% |