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 | $57,590+104.3% | $86,233+36.5% | $82,448+42.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 7.24% | 22.41%-15.2pp | 61.39%-54.1pp | 41.64%-34.4pp |
| Employer contribution / active EE | $2,291 | $1,655+38.4% | $2,504-8.5% | $2,551-10.2% |
| Participant deferral / active EE | $4,666 | $3,080+51.5% | $4,559+2.3% | $4,139+12.7% |
| Admin fee / account holder | $2,233 | $4,730-52.8% | $8,342-73.2% | $7,234-69.1% |