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 | $56,223 | $83,485-32.7% | $125,180-55.1% | $72,983-23.0% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.9pp | 69.5%+25.2pp |
| Annual return | 15.44% | 25.78%-10.3pp | 43.79%-28.4pp | 81.01%-65.6pp |
| Employer contribution / active EE | $2,238 | $2,346-4.6% | $3,866-42.1% | $2,440-8.3% |
| Participant deferral / active EE | $4,624 | $3,586+28.9% | $4,937-6.4% | $3,608+28.2% |
| Admin fee / account holder | $8,672 | $5,518+57.2% | $9,703-10.6% | $5,124+69.2% |