Filed May 16, 2022
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Employer 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.
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 | $39,727 | $138,366-71.3% | $184,185-78.4% | $80,911-50.9% |
| Participation rate | 80.7% | 83.9%-3.2pp | 86.8%-6.1pp | 67.6%+13.1pp |
| Annual return | 10.65% | 20.02%-9.4pp | 28.81%-18.2pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,156 | $4,849-76.2% | $6,426-82.0% | $2,756-58.0% |
| Participant deferral / active EE | $4,093 | $7,074-42.1% | $9,132-55.2% | $4,297-4.8% |
| Admin fee / account holder | $3,211 | $10,484-69.4% | $13,909-76.9% | $6,935-53.7% |