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 | $36,212 | $41,377-12.5% | $109,313-66.9% | $62,881-42.4% |
| Participation rate | 96.0% | 57.5%+38.5pp | 71.3%+24.7pp | 69.3%+26.7pp |
| Annual return | -4.09% | 11.05%-15.1pp | 22.07%-26.2pp | 20.14%-24.2pp |
| Employer contribution / active EE | $2,961 | $1,276+132.1% | $3,892-23.9% | $2,281+29.8% |
| Participant deferral / active EE | $1,930 | $2,045-5.6% | $3,166-39.0% | $3,203-39.7% |
| Admin fee / account holder | $430 | $2,884-85.1% | $5,666-92.4% | $4,296-90.0% |