Filed November 24, 2014
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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 | $62,320 | $65,704-5.2% | $94,229-33.9% | $59,633+4.5% |
| Participation rate | 90.9% | 72.1%+18.8pp | 78.8%+12.1pp | 68.7%+22.2pp |
| Annual return | -3.26% | 5.22%-8.5pp | 10.68%-13.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $2,074 | $2,021+2.6% | $3,587-42.2% | $2,203-5.8% |
| Participant deferral / active EE | $4,962 | $3,143+57.9% | $4,320+14.8% | $3,192+55.5% |
| Admin fee / account holder | $2,951 | $4,265-30.8% | $6,269-52.9% | $4,297-31.3% |