Filed April 12, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,806 | $125,184-86.6% | $105,607-84.1% | $145,884-88.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.84% | 225.00%-210.2pp | 116.11%-101.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,682 | $3,720-27.9% | $3,167-15.3% | $4,662-42.5% |
| Participant deferral / active EE | $8,999 | $5,714+57.5% | $5,011+79.6% | $6,690+34.5% |
| Admin fee / account holder | $1,435 | $17,133-91.6% | $10,958-86.9% | $13,392-89.3% |