Filed January 8, 2019 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $225,871 | $100,895+123.9% | $90,430+149.8% | $158,950+42.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.15% | 1725.54%-1710.4pp | 1293.73%-1278.6pp | 302.91%-287.8pp |
| Employer contribution / active EE | $5,249 | $3,689+42.3% | $3,262+60.9% | $4,762+10.2% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,204 | $6,505-35.4% | $5,613-25.1% | $11,248-62.6% |