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 | $60,326 | $89,370-32.5% | $141,197-57.3% | $72,976-17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 8.29% | 111.88%-103.6pp | 71.41%-63.1pp | 81.02%-72.7pp |
| Employer contribution / active EE | $3,246 | $3,115+4.2% | $4,736-31.5% | $2,440+33.0% |
| Participant deferral / active EE | $7,575 | $5,419+39.8% | $6,710+12.9% | $3,608+110.0% |
| Admin fee / account holder | $578 | $5,957-90.3% | $10,265-94.4% | $5,124-88.7% |