Filed June 10, 2022
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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 | $22,841 | $108,825-79.0% | $156,181-85.4% | $82,448-72.3% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 18.70% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,273 | $2,870-20.8% | $4,294-47.1% | $2,551-10.9% |
| Participant deferral / active EE | $5,649 | $4,577+23.4% | $6,132-7.9% | $4,139+36.5% |
| Admin fee / account holder | $3,057 | $9,341-67.3% | $14,586-79.0% | $7,234-57.7% |