Filed January 23, 2020
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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 | $9,029 | $67,411-86.6% | $91,004-90.1% | $70,126-87.1% |
| Participation rate | 92.1% | 71.4%+20.7pp | 75.6%+16.5pp | 69.5%+22.6pp |
| Annual return | 22.65% | -40.16%+62.8pp | 4.60%+18.0pp | 73.15%-50.5pp |
| Employer contribution / active EE | $1,980 | $1,786+10.8% | $2,456-19.4% | $2,343-15.5% |
| Participant deferral / active EE | $2,728 | $2,823-3.4% | $3,548-23.1% | $3,332-18.1% |
| Admin fee / account holder | $1,999 | $4,236-52.8% | $5,417-63.1% | $4,645-57.0% |