Filed November 6, 2020
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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.)
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 | $105,859 | $62,672+68.9% | $185,117-42.8% | $70,124+51.0% |
| Participation rate | 72.5% | 63.8%+8.7pp | 77.3%-4.8pp | 69.5%+3.0pp |
| Annual return | 15.44% | 40.79%-25.4pp | 40.50%-25.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,626 | $3,272+133.1% | $5,045+51.2% | $3,332+128.9% |
| Admin fee / account holder | $1,258 | $3,932-68.0% | $8,159-84.6% | $4,645-72.9% |