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.)
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 | $67,576 | $58,726+15.1% | $142,898-52.7% | $85,847-21.3% |
| Participation rate | 92.1% | 58.5%+33.6pp | 72.0%+20.2pp | 69.3%+22.8pp |
| Annual return | 17.34% | 27.73%-10.4pp | 5639.64%-5622.3pp | 318.61%-301.3pp |
| Employer contribution / active EE | $3,333 | $1,424+134.1% | $4,146-19.6% | $2,565+29.9% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,065 | $4,234-51.2% | $6,560-68.5% | $6,261-67.0% |