Filed February 22, 2019
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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 | $37,740 | $67,411-44.0% | $91,004-58.5% | $70,124-46.2% |
| Participation rate | 76.4% | 71.4%+5.0pp | 75.6%+0.8pp | 69.5%+6.8pp |
| Annual return | 10.51% | -40.16%+50.7pp | 4.60%+5.9pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,435 | $1,786-19.7% | $2,456-41.6% | $2,342-38.7% |
| Participant deferral / active EE | $2,184 | $2,823-22.6% | $3,548-38.4% | $3,332-34.4% |
| Admin fee / account holder | $1,978 | $4,236-53.3% | $5,417-63.5% | $4,645-57.4% |