Filed August 10, 2020
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $239,751 | $215,361+11.3% | $171,082+40.1% | $273,972-12.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 13.01% | 25.14%-12.1pp | 32.56%-19.6pp | 41.46%-28.4pp |
| Employer contribution / active EE | $18,620 | $4,967+274.9% | $4,002+365.3% | $4,869+282.4% |
| Participant deferral / active EE | $355 | $5,543-93.6% | $4,797-92.6% | $5,287-93.3% |
| Admin fee / account holder | $6,995 | $10,846-35.5% | $8,520-17.9% | $10,133-31.0% |