Filed December 21, 2018
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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 | $32,532 | $153,311-78.8% | $109,313-70.2% | $273,972-88.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -4.69% | 29.86%-34.5pp | 22.07%-26.8pp | 41.46%-46.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,897 | $3,932-0.9% | $3,166+23.1% | $5,287-26.3% |
| Admin fee / account holder | $1,551 | $8,076-80.8% | $5,666-72.6% | $10,133-84.7% |