Filed February 6, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,472 | $69,977-63.6% | $108,582-76.5% | $62,881-59.5% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | 38.07% | 10.73%+27.3pp | -51.70%+89.8pp | 20.14%+17.9pp |
| Employer contribution / active EE | $4,219 | $2,135+97.6% | $3,758+12.2% | $2,281+85.0% |
| Participant deferral / active EE | $3,039 | $3,165-4.0% | $4,311-29.5% | $3,203-5.1% |
| Admin fee / account holder | $339 | $5,076-93.3% | $7,645-95.6% | $4,296-92.1% |