Filed August 3, 2020
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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 | $53,135 | $49,239+7.9% | $70,462-24.6% | $79,858-33.5% |
| Participation rate | 90.5% | 69.2%+21.4pp | 75.1%+15.5pp | 69.6%+20.9pp |
| Annual return | 3.01% | 30.08%-27.1pp | 109.08%-106.1pp | 31.72%-28.7pp |
| Employer contribution / active EE | $2,728 | $2,100+29.9% | $2,737-0.4% | $2,471+10.4% |
| Participant deferral / active EE | $4,686 | $2,769+69.2% | $3,710+26.3% | $3,740+25.3% |
| Admin fee / account holder | $12,922 | $2,876+349.3% | $3,845+236.1% | $5,306+143.5% |