Filed March 13, 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 | $21,995 | $58,275-62.3% | $81,844-73.1% | $80,935-72.8% |
| Participation rate | 90.3% | 63.5%+26.9pp | 72.4%+17.9pp | 67.7%+22.7pp |
| Annual return | 10.24% | 41.82%-31.6pp | 778.87%-768.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,813 | $2,346-22.7% | $2,916-37.8% | $2,757-34.2% |
| Participant deferral / active EE | $2,745 | $3,285-16.4% | $4,323-36.5% | $4,299-36.1% |
| Admin fee / account holder | $4,853 | $4,749+2.2% | $7,355-34.0% | $6,924-29.9% |