Filed January 31, 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 | $31,216 | $138,076-77.4% | $123,553-74.7% | $135,380-76.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.57% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $3,500 | $5,152-32.1% | $4,628-24.4% | $4,779-26.8% |
| Participant deferral / active EE | $7,982 | $6,800+17.4% | $6,426+24.2% | $5,609+42.3% |
| Admin fee / account holder | $372 | $10,917-96.6% | $9,284-96.0% | $10,828-96.6% |