Filed March 30, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,312 | $197,625-84.7% | $177,840-83.0% | $158,966-80.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.93% | 58.76%-34.8pp | 48.32%-24.4pp | 302.95%-279.0pp |
| Employer contribution / active EE | $6,043 | $6,698-9.8% | $5,919+2.1% | $4,762+26.9% |
| Participant deferral / active EE | $11,353 | $8,405+35.1% | $7,714+47.2% | $5,983+89.7% |
| Admin fee / account holder | $8,126 | $15,405-47.3% | $12,431-34.6% | $11,250-27.8% |