Filed June 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 | $8,368 | $72,027-88.4% | $185,835-95.5% | $79,852-89.5% |
| Participation rate | 71.8% | 65.8%+6.1pp | 78.0%-6.2pp | 69.6%+2.2pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,007 | $1,965-48.8% | $4,087-75.4% | $2,471-59.3% |
| Participant deferral / active EE | $1,864 | $3,780-50.7% | $5,633-66.9% | $3,740-50.2% |
| Admin fee / account holder | $2,048 | $4,513-54.6% | $9,502-78.4% | $5,306-61.4% |