Filed August 26, 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.)
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 | $126,610 | $171,492-26.2% | $150,734-16.0% | $198,609-36.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.88% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $18,850 | $5,470+244.6% | $4,918+283.3% | $5,055+272.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $920 | $17,628-94.8% | $14,905-93.8% | $19,030-95.2% |