Filed April 29, 2021
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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.
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 | $6,992 | $81,476-91.4% | $102,383-93.2% | $80,925-91.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.12% | 25.59%-16.5pp | 24.94%-15.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,254 | $3,105-59.6% | $3,870-67.6% | $2,756-54.5% |
| Participant deferral / active EE | $1,200 | $3,871-69.0% | $5,060-76.3% | $4,299-72.1% |
| Admin fee / account holder | $337 | $6,717-95.0% | $8,391-96.0% | $6,940-95.1% |