Filed October 29, 2018
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,692 | $80,138-39.2% | $130,270-62.6% | $71,529-31.9% |
| Participation rate | 73.3% | 71.0%+2.3pp | 76.3%-3.0pp | 67.9%+5.3pp |
| Annual return | 16.28% | 16.81%-0.5pp | 38.89%-22.6pp | 28.97%-12.7pp |
| Employer contribution / active EE | $608 | $2,834-78.6% | $4,128-85.3% | $2,590-76.5% |
| Participant deferral / active EE | $6,101 | $4,641+31.5% | $6,797-10.2% | $4,291+42.2% |
| Admin fee / account holder | $6,516 | $1,035+529.8% | $6,022+8.2% | $1,588+310.2% |