Filed December 15, 2021
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Participant 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 | $122,546 | $104,694+17.1% | $85,709+43.0% | $167,536-26.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 20.52% | 21.45%-0.9pp | 21.49%-1.0pp | 478.82%-458.3pp |
| Employer contribution / active EE | $4,964 | $3,337+48.7% | $2,619+89.6% | $4,839+2.6% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,818 | $10,035-81.9% | $6,876-73.6% | $12,315-85.2% |