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 | $81,446+90.3% | $103,374+50.0% | $80,874+91.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 24.64% | 25.57%-0.9pp | 24.89%-0.2pp | 35.62%-11.0pp |
| Employer contribution / active EE | $24,803 | $3,107+698.3% | $3,869+541.0% | $2,756+800.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,574 | $6,715+42.6% | $8,394+14.1% | $6,935+38.0% |