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 | $101,778-35.7% | $164,975-60.3% | $80,925-19.1% |
| Participation rate | 81.0% | 71.8%+9.1pp | 78.6%+2.3pp | 67.7%+13.3pp |
| Annual return | 8.30% | 16.73%-8.4pp | 70.12%-61.8pp | 35.65%-27.4pp |
| Employer contribution / active EE | $200 | $2,954-93.2% | $4,343-95.4% | $2,756-92.7% |
| Participant deferral / active EE | $8,157 | $4,477+82.2% | $6,033+35.2% | $4,299+89.8% |
| Admin fee / account holder | $3,187 | $8,221-61.2% | $12,688-74.9% | $6,940-54.1% |