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 | $28,992 | $78,707-63.2% | $117,861-75.4% | $70,126-58.7% |
| Participation rate | 91.9% | 73.2%+18.7pp | 79.7%+12.2pp | 69.5%+22.4pp |
| Annual return | 22.66% | 23.30%-0.6pp | 335.11%-312.4pp | 73.15%-50.5pp |
| Employer contribution / active EE | $1,735 | $2,223-22.0% | $3,786-54.2% | $2,343-25.9% |
| Participant deferral / active EE | $3,154 | $3,297-4.4% | $4,482-29.6% | $3,332-5.3% |
| Admin fee / account holder | $1,284 | $5,066-74.6% | $8,021-84.0% | $4,645-72.4% |