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 | $13,968 | $77,920-82.1% | $149,723-90.7% | $75,177-81.4% |
| Participation rate | 95.6% | 65.6%+30.0pp | 78.8%+16.8pp | 67.2%+28.4pp |
| Annual return | 9.50% | 31.72%-22.2pp | 134.50%-125.0pp | 160.75%-151.2pp |
| Employer contribution / active EE | $2,222 | $3,138-29.2% | $4,821-53.9% | $2,671-16.8% |
| Participant deferral / active EE | $666 | $3,411-80.5% | $5,682-88.3% | $4,126-83.9% |
| Admin fee / account holder | $1,057 | $5,951-82.2% | $13,215-92.0% | $5,651-81.3% |