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.)
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 | $15,170 | $81,331-81.3% | $155,534-90.2% | $80,935-81.3% |
| Participation rate | 83.9% | 66.3%+17.7pp | 78.2%+5.7pp | 67.7%+16.3pp |
| Annual return | 12.25% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,786 | $3,105-42.5% | $4,675-61.8% | $2,757-35.2% |
| Participant deferral / active EE | $529 | $3,454-84.7% | $5,630-90.6% | $4,299-87.7% |
| Admin fee / account holder | $1,170 | $7,999-85.4% | $15,900-92.6% | $6,924-83.1% |