Filed January 6, 2022
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Employer 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.)
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 | $15,096 | $138,393-89.1% | $184,256-91.8% | $80,959-81.4% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 33.86% | 20.01%+13.8pp | 28.85%+5.0pp | 35.67%-1.8pp |
| Employer contribution / active EE | $858 | $4,847-82.3% | $6,427-86.7% | $2,757-68.9% |
| Participant deferral / active EE | $3,882 | $7,076-45.1% | $9,133-57.5% | $4,300-9.7% |
| Admin fee / account holder | $426 | $10,489-95.9% | $13,899-96.9% | $6,925-93.9% |