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.)
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 | $100,576 | $91,536+9.9% | $130,062-22.7% | $75,177+33.8% |
| Participation rate | 77.8% | 71.5%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 11.81% | -631.62%+643.4pp | -137.37%+149.2pp | 160.75%-148.9pp |
| Employer contribution / active EE | $401 | $2,845-85.9% | $4,322-90.7% | $2,671-85.0% |
| Participant deferral / active EE | $2,324 | $4,343-46.5% | $5,821-60.1% | $4,126-43.7% |
| Admin fee / account holder | $13,482 | $6,780+98.9% | $10,601+27.2% | $5,651+138.6% |