Filed March 15, 2021
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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 | $153,831 | $217,432-29.3% | $185,849-17.2% | $167,536-8.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.73% | 148.42%-139.7pp | 122.10%-113.4pp | 478.82%-470.1pp |
| Employer contribution / active EE | $5,847 | $5,875-0.5% | $5,169+13.1% | $4,839+20.8% |
| Participant deferral / active EE | $5,584 | $6,357-12.2% | $5,569+0.3% | $6,342-12.0% |
| Admin fee / account holder | $152,576 | $19,818+669.9% | $16,244+839.3% | $12,315+1139.0% |