Filed December 2, 2016
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,970 | $76,551-75.2% | $123,894-84.7% | $62,881-69.8% |
| Participation rate | 74.6% | 73.0%+1.6pp | 81.4%-6.8pp | 69.3%+5.3pp |
| Annual return | 0.53% | 18.68%-18.1pp | 47.52%-47.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $1,558 | $2,882-45.9% | $4,617-66.3% | $2,281-31.7% |
| Participant deferral / active EE | $2,486 | $4,840-48.6% | $5,984-58.5% | $3,203-22.4% |
| Admin fee / account holder | $1,150 | $4,826-76.2% | $8,357-86.2% | $4,296-73.2% |