Filed October 2, 2018 (most recent of 2 filings on file)
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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 | $26,323 | $57,976-54.6% | $63,018-58.2% | $62,293-57.7% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 11.35% | 17.54%-6.2pp | 87.62%-76.3pp | 28.90%-17.5pp |
| Employer contribution / active EE | $7,006 | $2,415+190.1% | $2,761+153.8% | $2,042+243.1% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,228 | $276+345.5% | $3,601-65.9% | $479+156.3% |