Filed October 20, 2021
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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 | $20,797 | $82,028-74.6% | $123,105-83.1% | $59,633-65.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.27% | 5.12%-7.4pp | 13.22%-15.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,834 | $3,297-14.0% | $5,151-45.0% | $2,203+28.7% |
| Participant deferral / active EE | $4,728 | $4,667+1.3% | $6,229-24.1% | $3,192+48.2% |
| Admin fee / account holder | $4,461 | $5,879-24.1% | $9,014-50.5% | $4,297+3.8% |