Filed July 19, 2019
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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 | $7,133 | $68,681-89.6% | $86,615-91.8% | $85,847-91.7% |
| Participation rate | 76.9% | 66.4%+10.6pp | 71.6%+5.3pp | 69.3%+7.6pp |
| Annual return | 14.75% | 20.12%-5.4pp | 63.51%-48.8pp | 318.61%-303.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,924 | $2,919-34.1% | $3,699-48.0% | $3,952-51.3% |
| Admin fee / account holder | $442 | $5,974-92.6% | $5,830-92.4% | $6,261-92.9% |