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.)
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 | $132,654 | $90,614+46.4% | $76,089+74.3% | $145,877-9.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.72% | 623.80%-622.1pp | 360.94%-359.2pp | 551.28%-549.6pp |
| Employer contribution / active EE | $7,174 | $3,324+115.8% | $2,690+166.7% | $4,663+53.8% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,822 | $8,376-66.3% | $6,418-56.0% | $13,402-78.9% |