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 | $62,149 | $49,199+26.3% | $121,210-48.7% | $75,177-17.3% |
| Participation rate | 94.1% | 55.4%+38.7pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | 10.99% | 56.04%-45.1pp | 987.41%-976.4pp | 160.75%-149.8pp |
| Employer contribution / active EE | $3,792 | $1,547+145.1% | $4,171-9.1% | $2,671+42.0% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,191 | $3,946-19.1% | $5,647-43.5% | $5,651-43.5% |