Filed August 6, 2020
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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 | $33,665 | $95,188-64.6% | $76,518-56.0% | $135,380-75.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -15.55% | 4.85%-20.4pp | -0.27%-15.3pp | 519.81%-535.4pp |
| Employer contribution / active EE | $3,120 | $3,303-5.5% | $2,647+17.9% | $4,779-34.7% |
| Participant deferral / active EE | $7,061 | $4,640+52.2% | $3,836+84.1% | $5,609+25.9% |
| Admin fee / account holder | $2,157 | $6,249-65.5% | $4,849-55.5% | $10,828-80.1% |