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 | $86,132 | $106,280-19.0% | $96,538-10.8% | $139,487-38.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.55% | 38.48%-26.9pp | 35.74%-24.2pp | 373.84%-362.3pp |
| Employer contribution / active EE | $19,113 | $4,107+365.4% | $3,740+411.0% | $4,755+302.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $633 | $7,888-92.0% | $6,737-90.6% | $11,407-94.5% |