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 | $15,040 | $81,870-81.6% | $119,622-87.4% | $68,486-78.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -8.42% | -23.82%+15.4pp | -14.98%+6.6pp | -7.85%-0.6pp |
| Employer contribution / active EE | $2,441 | $2,692-9.3% | $4,232-42.3% | $2,597-6.0% |
| Participant deferral / active EE | $5,358 | $4,148+29.2% | $5,601-4.3% | $4,028+33.0% |
| Admin fee / account holder | $743 | $6,583-88.7% | $10,328-92.8% | $5,404-86.3% |