Filed January 7, 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.
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 | $71,204 | $45,082+57.9% | $69,464+2.5% | $72,975-2.4% |
| Participation rate | 82.3% | 68.5%+13.8pp | 74.6%+7.7pp | 69.5%+12.8pp |
| Annual return | -0.10% | 22.66%-22.8pp | 28.98%-29.1pp | 81.01%-81.1pp |
| Employer contribution / active EE | $2,177 | $2,055+5.9% | $2,779-21.7% | $2,440-10.8% |
| Participant deferral / active EE | $5,990 | $2,604+130.1% | $3,536+69.4% | $3,608+66.0% |
| Admin fee / account holder | $2,437 | $3,057-20.3% | $3,840-36.6% | $5,124-52.4% |