Filed October 9, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,354 | $81,208-67.5% | $98,916-73.4% | $79,858-67.0% |
| Participation rate | 92.3% | 72.5%+19.8pp | 76.0%+16.3pp | 69.6%+22.7pp |
| Annual return | 17.26% | 60.99%-43.7pp | 196.45%-179.2pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,705 | $1,960-13.0% | $2,689-36.6% | $2,471-31.0% |
| Participant deferral / active EE | $2,964 | $3,265-9.2% | $4,245-30.2% | $3,740-20.7% |
| Admin fee / account holder | $812 | $6,013-86.5% | $6,642-87.8% | $5,306-84.7% |