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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,509 | $95,406-85.8% | $185,849-92.7% | $85,847-84.3% |
| Participation rate | 97.9% | 68.8%+29.2pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 20.79% | 23.59%-2.8pp | 122.10%-101.3pp | 318.61%-297.8pp |
| Employer contribution / active EE | $2,083 | $3,314-37.1% | $5,169-59.7% | $2,565-18.8% |
| Participant deferral / active EE | $653 | $3,424-80.9% | $5,569-88.3% | $3,952-83.5% |
| Admin fee / account holder | $375 | $7,214-94.8% | $16,244-97.7% | $6,261-94.0% |