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 | $95,453-68.3% | $112,040-73.0% | $82,448-63.3% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 21.17% | 23.92%-2.7pp | 24.52%-3.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,590 | $2,318-31.4% | $2,954-46.2% | $2,551-37.7% |
| Participant deferral / active EE | $2,798 | $4,224-33.7% | $5,098-45.1% | $4,139-32.4% |
| Admin fee / account holder | $1,730 | $9,013-80.8% | $12,098-85.7% | $7,234-76.1% |