Filed May 11, 2016 (most recent of 2 filings on file)
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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 | $57,849 | $67,894-14.8% | $89,340-35.2% | $82,448-29.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 11.50% | 19.21%-7.7pp | 20.57%-9.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $3,283 | $1,828+79.6% | $2,231+47.1% | $2,551+28.7% |
| Participant deferral / active EE | $7,391 | $3,072+140.6% | $3,823+93.3% | $4,139+78.6% |
| Admin fee / account holder | $1,000 | $5,723-82.5% | $6,704-85.1% | $7,234-86.2% |