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 | $112,990 | $99,994+13.0% | $146,647-23.0% | $85,851+31.6% |
| Participation rate | 82.9% | 73.1%+9.8pp | 80.1%+2.8pp | 69.3%+13.5pp |
| Annual return | 42.06% | 18.93%+23.1pp | 22.75%+19.3pp | 318.63%-276.6pp |
| Employer contribution / active EE | $461 | $2,559-82.0% | $4,137-88.9% | $2,565-82.0% |
| Participant deferral / active EE | $3,844 | $4,006-4.1% | $5,506-30.2% | $3,952-2.7% |
| Admin fee / account holder | $4,215 | $7,703-45.3% | $10,281-59.0% | $6,261-32.7% |