Filed February 3, 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 | $107,015 | $133,998-20.1% | $112,263-4.7% | $134,545-20.5% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.1%+11.3pp | 81.2%+5.1pp |
| Annual return | -20.52% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $3,896 | $4,040-3.6% | $3,636+7.2% | $4,742-17.8% |
| Participant deferral / active EE | $5,150 | $5,292-2.7% | $4,729+8.9% | $6,401-19.5% |
| Admin fee / account holder | $2,488 | $7,493-66.8% | $6,410-61.2% | $11,431-78.2% |