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.)
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 | $39,454 | $146,267-73.0% | $197,124-80.0% | $82,448-52.1% |
| Participation rate | 88.8% | 84.0%+4.7pp | 86.7%+2.0pp | 68.1%+20.7pp |
| Annual return | 13.15% | 29.61%-16.5pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,517 | $4,723-67.9% | $6,227-75.6% | $2,551-40.5% |
| Participant deferral / active EE | $4,722 | $7,035-32.9% | $9,135-48.3% | $4,139+14.1% |
| Admin fee / account holder | $8,612 | $14,422-40.3% | $16,298-47.2% | $7,234+19.0% |