Filed March 30, 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 | $100,858 | $77,962+29.4% | $178,540-43.5% | $80,935+24.6% |
| Participation rate | 93.1% | 65.7%+27.4pp | 77.1%+16.0pp | 67.7%+25.4pp |
| Annual return | 18.29% | 18.10%+0.2pp | 27.15%-8.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $14,991 | $2,280+557.4% | $3,953+279.2% | $2,757+443.8% |
| Participant deferral / active EE | $272 | $4,404-93.8% | $6,281-95.7% | $4,299-93.7% |
| Admin fee / account holder | $99,845 | $7,156+1295.3% | $10,424+857.8% | $6,924+1341.9% |