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.)
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 | $60,406 | $107,368-43.7% | $92,915-35.0% | $152,909-60.5% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 3.82% | 145.64%-141.8pp | 109.45%-105.6pp | 345.46%-341.6pp |
| Employer contribution / active EE | $21,025 | $4,222+397.9% | $3,653+475.5% | $4,764+341.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $504 | $7,082-92.9% | $5,796-91.3% | $11,601-95.7% |