Filed April 27, 2018
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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 | $54,933 | $53,774+2.2% | $134,162-59.1% | $79,856-31.2% |
| Participation rate | 92.3% | 58.8%+33.5pp | 72.2%+20.1pp | 69.6%+22.7pp |
| Annual return | 6.32% | 19.01%-12.7pp | 36.35%-30.0pp | 31.71%-25.4pp |
| Employer contribution / active EE | $3,145 | $1,322+138.0% | $3,705-15.1% | $2,471+27.3% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,367 | $3,985-65.7% | $6,685-79.5% | $5,306-74.2% |