Filed August 6, 2015
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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 | $146,561 | $156,398-6.3% | $147,318-0.5% | $138,895+5.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.11% | 78.75%-70.6pp | 70.43%-62.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $2,183 | $4,853-55.0% | $4,593-52.5% | $4,194-48.0% |
| Participant deferral / active EE | $11,349 | $8,237+37.8% | $7,906+43.5% | $6,396+77.4% |
| Admin fee / account holder | $10,896 | $14,976-27.2% | $13,708-20.5% | $12,562-13.3% |