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 | $73,634 | $54,763+34.5% | $90,324-18.5% | $72,976+0.9% |
| Participation rate | 85.3% | 65.2%+20.1pp | 73.3%+12.0pp | 69.5%+15.8pp |
| Annual return | 13.61% | 30.63%-17.0pp | 78.15%-64.5pp | 81.02%-67.4pp |
| Employer contribution / active EE | $2,219 | $2,093+6.0% | $2,856-22.3% | $2,440-9.1% |
| Participant deferral / active EE | $5,454 | $2,887+88.9% | $3,885+40.4% | $3,608+51.2% |
| Admin fee / account holder | $7,653 | $3,973+92.6% | $5,356+42.9% | $5,124+49.4% |