Filed June 30, 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 | $117,669 | $63,949+84.0% | $129,031-8.8% | $94,015+25.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 7.24% | 17.56%-10.3pp | 34.67%-27.4pp | 17.84%-10.6pp |
| Employer contribution / active EE | $2,291 | $1,865+22.9% | $3,226-29.0% | $2,790-17.9% |
| Participant deferral / active EE | $4,666 | $3,686+26.6% | $5,217-10.6% | $4,249+9.8% |
| Admin fee / account holder | $2,233 | $5,523-59.6% | $13,208-83.1% | $8,951-75.0% |