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 | $75,907 | $63,365+19.8% | $91,994-17.5% | $72,976+4.0% |
| Participation rate | 96.2% | 72.5%+23.6pp | 78.6%+17.5pp | 69.5%+26.7pp |
| Annual return | 9.97% | 35.35%-25.4pp | 69.04%-59.1pp | 81.02%-71.0pp |
| Employer contribution / active EE | $3,836 | $2,116+81.3% | $3,453+11.1% | $2,440+57.2% |
| Participant deferral / active EE | $7,902 | $4,883+61.8% | $5,924+33.4% | $3,608+119.0% |
| Admin fee / account holder | $8,283 | $4,670+77.4% | $7,744+7.0% | $5,124+61.6% |