Filed November 17, 2021
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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 | $4,292 | $81,696-94.7% | $70,494-93.9% | $158,982-97.3% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.7pp |
| Annual return | 17.09% | 208.70%-191.6pp | 109.16%-92.1pp | 302.99%-285.9pp |
| Employer contribution / active EE | $640 | $3,220-80.1% | $2,738-76.6% | $4,763-86.6% |
| Participant deferral / active EE | $1,194 | $4,558-73.8% | $3,711-67.8% | $5,983-80.1% |
| Admin fee / account holder | $402 | $6,200-93.5% | $3,848-89.5% | $11,252-96.4% |