Filed January 30, 2022
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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.)
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 | $155,023 | $81,487+90.2% | $102,412+51.4% | $80,935+91.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 24.64% | 25.60%-1.0pp | 24.94%-0.3pp | 35.66%-11.0pp |
| Employer contribution / active EE | $24,803 | $3,103+699.3% | $3,870+540.9% | $2,757+799.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,574 | $6,717+42.5% | $8,388+14.1% | $6,924+38.3% |