Filed February 9, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,149 | $152,612-90.1% | $125,192-87.9% | $152,897-90.1% |
| Participation rate | 73.9% | 83.3%-9.4pp | 79.8%-5.9pp | 82.5%-8.5pp |
| Annual return | 19.51% | 54.85%-35.3pp | 43.79%-24.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $907 | $4,947-81.7% | $3,866-76.5% | $4,764-81.0% |
| Participant deferral / active EE | $2,385 | $5,868-59.4% | $4,937-51.7% | $5,851-59.2% |
| Admin fee / account holder | $2,896 | $13,437-78.4% | $9,704-70.2% | $11,599-75.0% |