Filed April 27, 2018
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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 | $89,246 | $52,353+70.5% | $120,225-25.8% | $82,448+8.2% |
| Participation rate | 91.2% | 58.3%+32.9pp | 69.6%+21.6pp | 68.1%+23.1pp |
| Annual return | 9.90% | 61.85%-52.0pp | 439.23%-429.3pp | 41.64%-31.7pp |
| Employer contribution / active EE | $3,774 | $1,510+149.9% | $3,475+8.6% | $2,551+48.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,764 | $4,363-13.7% | $5,696-33.9% | $7,234-48.0% |