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 | $76,944 | $104,937-26.7% | $84,628-9.1% | $152,897-49.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.60% | 373.88%-370.3pp | 258.80%-255.2pp | 345.43%-341.8pp |
| Employer contribution / active EE | $1,427 | $3,303-56.8% | $2,653-46.2% | $4,764-70.0% |
| Participant deferral / active EE | $4,742 | $4,690+1.1% | $3,900+21.6% | $5,851-19.0% |
| Admin fee / account holder | $3,955 | $6,243-36.7% | $4,914-19.5% | $11,599-65.9% |