Filed July 13, 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.
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 | $21,030 | $98,760-78.7% | $149,715-86.0% | $79,858-73.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 9.16% | 27.43%-18.3pp | 276.66%-267.5pp | 31.72%-22.6pp |
| Employer contribution / active EE | $2,148 | $3,217-33.2% | $4,645-53.7% | $2,471-13.0% |
| Participant deferral / active EE | $3,935 | $5,681-30.7% | $6,842-42.5% | $3,740+5.2% |
| Admin fee / account holder | $673 | $6,053-88.9% | $9,310-92.8% | $5,306-87.3% |