Filed February 5, 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 | $24,715 | $72,486-65.9% | $87,103-71.6% | $72,976-66.1% |
| Participation rate | 71.1% | 72.8%-1.7pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 23.12% | 24.46%-1.3pp | 28.19%-5.1pp | 81.02%-57.9pp |
| Employer contribution / active EE | $1,512 | $1,894-20.2% | $2,521-40.1% | $2,440-38.1% |
| Participant deferral / active EE | $2,276 | $3,270-30.4% | $4,049-43.8% | $3,608-36.9% |
| Admin fee / account holder | $323 | $5,055-93.6% | $7,491-95.7% | $5,124-93.7% |