Filed September 8, 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.)
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 | $14,531 | $76,407-81.0% | $150,298-90.3% | $82,448-82.4% |
| Participation rate | 88.7% | 66.4%+22.3pp | 77.8%+10.9pp | 68.1%+20.6pp |
| Annual return | 10.83% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,210 | $2,614-53.7% | $4,154-70.9% | $2,551-52.6% |
| Participant deferral / active EE | $615 | $3,214-80.9% | $5,453-88.7% | $4,139-85.2% |
| Admin fee / account holder | $841 | $6,352-86.8% | $14,116-94.0% | $7,234-88.4% |