Filed November 17, 2017
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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 | $41,744 | $58,391-28.5% | $76,657-45.5% | $72,975-42.8% |
| Participation rate | 93.4% | 67.4%+26.1pp | 72.1%+21.3pp | 69.5%+24.0pp |
| Annual return | 3.42% | 2306.65%-2303.2pp | 1166.74%-1163.3pp | 81.01%-77.6pp |
| Employer contribution / active EE | $2,299 | $1,787+28.7% | $2,303-0.2% | $2,440-5.8% |
| Participant deferral / active EE | $4,216 | $2,690+56.7% | $3,335+26.4% | $3,608+16.9% |
| Admin fee / account holder | $6,152 | $4,014+53.2% | $6,423-4.2% | $5,124+20.1% |