Filed June 16, 2016 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,963 | $95,406+23.6% | $185,849-36.5% | $85,847+37.4% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 14.07% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,342 | $3,424+56.0% | $5,569-4.1% | $3,952+35.2% |
| Admin fee / account holder | $65,385 | $7,214+806.3% | $16,244+302.5% | $6,261+944.4% |