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 | $53,832 | $58,099-7.3% | $76,872-30.0% | $75,173-28.4% |
| Participation rate | 87.1% | 63.9%+23.2pp | 69.6%+17.5pp | 67.2%+19.9pp |
| Annual return | 11.43% | 26.71%-15.3pp | 37.90%-26.5pp | 160.72%-149.3pp |
| Employer contribution / active EE | $2,590 | $1,996+29.8% | $2,533+2.2% | $2,671-3.0% |
| Participant deferral / active EE | $7,837 | $2,999+161.3% | $3,832+104.5% | $4,126+89.9% |
| Admin fee / account holder | $1,924 | $4,778-59.7% | $5,476-64.9% | $5,651-66.0% |