Filed May 14, 2015
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Participant 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.)
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 | $18,315 | $85,766-78.6% | $136,298-86.6% | $70,126-73.9% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 17.10% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,259 | $2,966-57.6% | $4,696-73.2% | $2,343-46.3% |
| Participant deferral / active EE | $1,591 | $5,051-68.5% | $6,247-74.5% | $3,332-52.3% |
| Admin fee / account holder | $1,934 | $5,421-64.3% | $9,244-79.1% | $4,645-58.4% |