Filed November 24, 2014
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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.)
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 | $65,434 | $101,798-35.7% | $165,071-60.4% | $80,935-19.2% |
| Participation rate | 81.0% | 71.8%+9.1pp | 78.6%+2.3pp | 67.7%+13.3pp |
| Annual return | 8.30% | 16.73%-8.4pp | 70.17%-61.9pp | 35.66%-27.4pp |
| Employer contribution / active EE | $200 | $2,954-93.2% | $4,347-95.4% | $2,757-92.7% |
| Participant deferral / active EE | $8,157 | $4,476+82.2% | $6,035+35.2% | $4,299+89.7% |
| Admin fee / account holder | $3,187 | $8,221-61.2% | $12,695-74.9% | $6,924-54.0% |