Filed October 23, 2015
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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 | $137,469 | $83,485+64.7% | $125,195+9.8% | $72,976+88.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.96% | 25.77%-9.8pp | 43.79%-27.8pp | 81.02%-65.1pp |
| Employer contribution / active EE | $6,162 | $2,346+162.7% | $3,866+59.4% | $2,440+152.5% |
| Participant deferral / active EE | $4,672 | $3,586+30.3% | $4,937-5.4% | $3,608+29.5% |
| Admin fee / account holder | $4,080 | $5,518-26.1% | $9,704-58.0% | $5,124-20.4% |