Filed October 4, 2018
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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 | $33,782 | $166,131-79.7% | $164,975-79.5% | $145,877-76.8% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.6%-1.3pp | 80.3%-3.0pp |
| Annual return | 14.85% | 100.37%-85.5pp | 70.12%-55.3pp | 551.28%-536.4pp |
| Employer contribution / active EE | $858 | $5,276-83.7% | $4,343-80.2% | $4,663-81.6% |
| Participant deferral / active EE | $7,775 | $6,962+11.7% | $6,033+28.9% | $6,691+16.2% |
| Admin fee / account holder | $7,813 | $16,648-53.1% | $12,688-38.4% | $13,402-41.7% |