Filed January 22, 2020 (most recent of 2 filings on file)
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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 | $55,624 | $72,071-22.8% | $68,368-18.6% | $137,256-59.5% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 13.07% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,635 | $2,788+102.1% | $2,649+112.7% | $4,156+35.6% |
| Participant deferral / active EE | $8,745 | $4,410+98.3% | $4,123+112.1% | $6,407+36.5% |
| Admin fee / account holder | $828 | $5,336-84.5% | $5,150-83.9% | $12,270-93.3% |