Filed September 10, 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 | $42,135 | $45,152-6.7% | $73,836-42.9% | $59,633-29.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -3.24% | 27.40%-30.6pp | 2268.06%-2271.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $2,698 | $1,901+41.9% | $2,787-3.2% | $2,203+22.5% |
| Participant deferral / active EE | $3,905 | $2,573+51.8% | $3,583+9.0% | $3,192+22.3% |
| Admin fee / account holder | $813 | $3,515-76.9% | $4,882-83.3% | $4,297-81.1% |