Filed December 16, 2015 (most recent of 2 filings on file)
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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 | $22,736 | $153,769-85.2% | $133,975-83.0% | $273,972-91.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 8.43% | 36.51%-28.1pp | 29.29%-20.9pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,463 | $6,029-75.7% | $5,211-71.9% | $4,869-70.0% |
| Participant deferral / active EE | $3,232 | $6,958-53.6% | $6,282-48.6% | $5,287-38.9% |
| Admin fee / account holder | $351 | $11,765-97.0% | $9,324-96.2% | $10,133-96.5% |