Filed December 30, 2015
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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 | $54,884 | $47,479+15.6% | $62,929-12.8% | $82,448-33.4% |
| Participation rate | 70.4% | 66.9%+3.6pp | 73.1%-2.7pp | 68.1%+2.4pp |
| Annual return | 6.19% | 20.34%-14.2pp | 1063.93%-1057.7pp | 41.64%-35.4pp |
| Employer contribution / active EE | $1,548 | $1,885-17.9% | $2,505-38.2% | $2,551-39.3% |
| Participant deferral / active EE | $2,260 | $2,870-21.3% | $3,888-41.9% | $4,139-45.4% |
| Admin fee / account holder | $2,700 | $3,804-29.0% | $5,065-46.7% | $7,234-62.7% |