Filed January 4, 2018
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Employer 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 | $37,038 | $140,578-73.7% | $100,671-63.2% | $125,389-70.5% |
| Participation rate | 88.2% | 80.4%+7.8pp | 70.7%+17.5pp | 83.2%+5.0pp |
| Annual return | -3.33% | 24.67%-28.0pp | 20.43%-23.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,515 | $3,981+38.5% | $3,144+75.4% | $5,352+3.1% |
| Admin fee / account holder | $6,450 | $6,716-4.0% | $4,850+33.0% | $9,541-32.4% |