Filed May 9, 2019
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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.)
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 | $89,091 | $85,766+3.9% | $136,298-34.6% | $70,126+27.0% |
| Participation rate | 79.2% | 74.2%+5.0pp | 81.9%-2.8pp | 69.5%+9.6pp |
| Annual return | -17.46% | 31.46%-48.9pp | 5156.27%-5173.7pp | 73.15%-90.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,850 | $5,051+55.4% | $6,247+25.7% | $3,332+135.6% |
| Admin fee / account holder | $3,936 | $5,421-27.4% | $9,244-57.4% | $4,645-15.3% |