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 | $185,312+107.7% | $161,489+138.4% | $154,746+148.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 14.19% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,943 | $4,769-59.3% | $4,268-54.5% | $4,379-55.6% |
| Participant deferral / active EE | $425 | $6,350-93.3% | $5,630-92.5% | $6,730-93.7% |
| Admin fee / account holder | $4,421 | $18,654-76.3% | $16,006-72.4% | $14,365-69.2% |