Filed December 19, 2017
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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 | $38,881 | $76,551-49.2% | $123,894-68.6% | $62,881-38.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -0.39% | 18.68%-19.1pp | 47.52%-47.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $3,111 | $2,882+7.9% | $4,617-32.6% | $2,281+36.4% |
| Participant deferral / active EE | $8,012 | $4,840+65.5% | $5,984+33.9% | $3,203+150.1% |
| Admin fee / account holder | $3,643 | $4,826-24.5% | $8,357-56.4% | $4,296-15.2% |