Filed November 29, 2017
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Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,221 | $52,678-80.6% | $75,784-86.5% | $59,633-82.9% |
| Participation rate | 93.8% | 67.2%+26.5pp | 75.8%+17.9pp | 68.7%+25.1pp |
| Annual return | -2.95% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $4,316 | $2,193+96.8% | $3,323+29.9% | $2,203+96.0% |
| Participant deferral / active EE | $112 | $2,591-95.7% | $3,652-96.9% | $3,192-96.5% |
| Admin fee / account holder | $2,559 | $3,610-29.1% | $5,300-51.7% | $4,297-40.4% |