Filed January 22, 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 | $15,890 | $165,361-90.4% | $149,715-89.4% | $158,950-90.0% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 65.04% | 348.24%-283.2pp | 276.66%-211.6pp | 302.91%-237.9pp |
| Employer contribution / active EE | $3,607 | $5,103-29.3% | $4,645-22.3% | $4,762-24.2% |
| Participant deferral / active EE | $3,111 | $7,182-56.7% | $6,842-54.5% | $5,983-48.0% |
| Admin fee / account holder | $2,614 | $10,808-75.8% | $9,310-71.9% | $11,248-76.8% |