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 | $91,176 | $124,351-26.7% | $109,188-16.5% | $167,553-45.6% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 24.92% | 26.04%-1.1pp | 25.76%-0.8pp | 478.89%-454.0pp |
| Employer contribution / active EE | $22,056 | $4,210+423.9% | $3,723+492.4% | $4,840+355.7% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,536 | $7,975-43.1% | $6,755-32.9% | $12,316-63.2% |