Filed January 28, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,949 | $172,111+123.7% | $150,298+156.1% | $137,256+180.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.19% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,943 | $4,636-58.1% | $4,154-53.2% | $4,156-53.2% |
| Participant deferral / active EE | $425 | $6,166-93.1% | $5,453-92.2% | $6,407-93.4% |
| Admin fee / account holder | $4,421 | $16,471-73.2% | $14,116-68.7% | $12,270-64.0% |