Filed June 7, 2021 (most recent of 2 filings on file)
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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 | $20,825 | $135,956-84.7% | $123,894-83.2% | $273,972-92.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 52.32% | 56.63%-4.3pp | 47.52%+4.8pp | 41.46%+10.9pp |
| Employer contribution / active EE | $2,042 | $5,170-60.5% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $3,100 | $6,343-51.1% | $5,984-48.2% | $5,287-41.4% |
| Admin fee / account holder | $862 | $9,817-91.2% | $8,357-89.7% | $10,133-91.5% |