Filed March 23, 2022
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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.)
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 | $36,661 | $76,551-52.1% | $123,894-70.4% | $62,881-41.7% |
| Participation rate | 70.8% | 73.0%-2.2pp | 81.4%-10.6pp | 69.3%+1.5pp |
| Annual return | 8.72% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,107 | $4,840-15.1% | $5,984-31.4% | $3,203+28.2% |
| Admin fee / account holder | $856 | $4,826-82.3% | $8,357-89.8% | $4,296-80.1% |