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 | $152,016 | $100,003+52.0% | $146,685+3.6% | $85,856+77.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.02% | 18.93%-8.9pp | 22.75%-12.7pp | 318.58%-308.6pp |
| Employer contribution / active EE | $6,310 | $2,559+146.6% | $4,137+52.5% | $2,565+146.0% |
| Participant deferral / active EE | $4,197 | $4,006+4.8% | $5,507-23.8% | $3,952+6.2% |
| Admin fee / account holder | $3,748 | $7,704-51.4% | $10,281-63.5% | $6,261-40.1% |