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 | $138,386-71.3% | $184,260-78.4% | $80,935-50.9% |
| Participation rate | 80.7% | 83.9%-3.2pp | 86.8%-6.1pp | 67.7%+13.1pp |
| Annual return | 10.65% | 20.02%-9.4pp | 28.84%-18.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,156 | $4,851-76.2% | $6,427-82.0% | $2,757-58.1% |
| Participant deferral / active EE | $4,093 | $7,076-42.2% | $9,133-55.2% | $4,299-4.8% |
| Admin fee / account holder | $3,211 | $10,489-69.4% | $13,898-76.9% | $6,924-53.6% |