Filed July 2, 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 | $30,255 | $97,550-69.0% | $120,344-74.9% | $87,485-65.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.7%+14.2pp | 68.9%+22.0pp |
| Annual return | 21.17% | 18.41%+2.8pp | 20.30%+0.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,590 | $2,291-30.6% | $3,020-47.4% | $2,596-38.8% |
| Participant deferral / active EE | $2,798 | $4,230-33.8% | $5,135-45.5% | $4,274-34.5% |
| Admin fee / account holder | $1,730 | $9,543-81.9% | $12,742-86.4% | $7,775-77.8% |