Filed September 7, 2018
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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 | $69,078 | $53,128+30.0% | $86,582-20.2% | $70,126-1.5% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 9.12% | 27.66%-18.5pp | 965.08%-956.0pp | 73.15%-64.0pp |
| Employer contribution / active EE | $2,130 | $2,068+3.0% | $2,839-25.0% | $2,343-9.1% |
| Participant deferral / active EE | $5,266 | $2,695+95.4% | $3,609+45.9% | $3,332+58.1% |
| Admin fee / account holder | $4,189 | $3,584+16.9% | $4,904-14.6% | $4,645-9.8% |