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 | $48,011+14.3% | $63,803-14.0% | $82,637-33.6% |
| Participation rate | 70.4% | 66.6%+3.9pp | 72.7%-2.3pp | 68.1%+2.4pp |
| Annual return | 6.19% | 19.84%-13.7pp | 543.72%-537.5pp | 53.51%-47.3pp |
| Employer contribution / active EE | $1,548 | $1,904-18.7% | $2,532-38.9% | $2,552-39.4% |
| Participant deferral / active EE | $2,260 | $2,846-20.6% | $3,843-41.2% | $4,126-45.2% |
| Admin fee / account holder | $2,700 | $3,873-30.3% | $5,196-48.1% | $7,339-63.2% |