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 | $17,143 | $101,795-83.2% | $165,100-89.6% | $80,959-78.8% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.7%+29.5pp |
| Annual return | 13.26% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,069 | $2,954-29.9% | $4,348-52.4% | $2,757-24.9% |
| Participant deferral / active EE | $5,094 | $4,476+13.8% | $6,035-15.6% | $4,300+18.5% |
| Admin fee / account holder | $655 | $8,221-92.0% | $12,696-94.8% | $6,925-90.5% |