Filed November 9, 2020
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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 | $18,098 | $76,551-76.4% | $123,894-85.4% | $62,881-71.2% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 17.39% | 18.68%-1.3pp | 47.52%-30.1pp | 20.14%-2.8pp |
| Employer contribution / active EE | $3,103 | $2,882+7.7% | $4,617-32.8% | $2,281+36.1% |
| Participant deferral / active EE | $8,814 | $4,840+82.1% | $5,984+47.3% | $3,203+175.2% |
| Admin fee / account holder | $1,017 | $4,826-78.9% | $8,357-87.8% | $4,296-76.3% |