Filed August 4, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,094 | $64,719-76.7% | $112,249-86.6% | $68,486-78.0% |
| Participation rate | 95.8% | 67.2%+28.7pp | 75.1%+20.8pp | 67.9%+27.9pp |
| Annual return | -21.87% | -11.40%-10.5pp | 27.48%-49.3pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,207 | $2,747-56.1% | $3,636-66.8% | $2,597-53.5% |
| Participant deferral / active EE | $2,558 | $3,565-28.2% | $4,729-45.9% | $4,028-36.5% |
| Admin fee / account holder | $949 | $5,232-81.9% | $6,412-85.2% | $5,404-82.4% |