Filed April 30, 2020
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,750 | $78,705-38.1% | $117,860-58.6% | $70,124-30.5% |
| Participation rate | 93.7% | 73.2%+20.5pp | 79.7%+14.0pp | 69.5%+24.1pp |
| Annual return | 10.49% | 23.30%-12.8pp | 335.10%-324.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $4,762 | $2,223+114.2% | $3,786+25.8% | $2,342+103.3% |
| Participant deferral / active EE | $1,002 | $3,297-69.6% | $4,482-77.6% | $3,332-69.9% |
| Admin fee / account holder | $1,132 | $5,065-77.7% | $8,021-85.9% | $4,645-75.6% |