Filed May 27, 2015
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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 | $126,609 | $101,795+24.4% | $165,100-23.3% | $80,959+56.4% |
| Participation rate | 73.5% | 71.8%+1.7pp | 78.6%-5.1pp | 67.7%+5.9pp |
| Annual return | 18.64% | 16.73%+1.9pp | 70.21%-51.6pp | 35.67%-17.0pp |
| Employer contribution / active EE | $367 | $2,954-87.6% | $4,348-91.6% | $2,757-86.7% |
| Participant deferral / active EE | $2,624 | $4,476-41.4% | $6,035-56.5% | $4,300-39.0% |
| Admin fee / account holder | $8,564 | $8,221+4.2% | $12,696-32.5% | $6,925+23.7% |