Filed December 7, 2020 (most recent of 2 filings on file)
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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 | $57,614 | $56,287+2.4% | $80,977-28.9% | $62,881-8.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 3.24% | 22.13%-18.9pp | 17.11%-13.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $3,299 | $1,943+69.8% | $3,715-11.2% | $2,281+44.6% |
| Participant deferral / active EE | $5,819 | $4,196+38.7% | $5,696+2.2% | $3,203+81.7% |
| Admin fee / account holder | $1,206 | $3,742-67.8% | $5,517-78.1% | $4,296-71.9% |