Filed August 26, 2019
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Participant 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 | $78,333 | $81,457-3.8% | $103,378-24.2% | $80,911-3.2% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 143.74% | 25.58%+118.2pp | 24.91%+118.8pp | 35.63%+108.1pp |
| Employer contribution / active EE | $11,254 | $3,107+262.2% | $3,870+190.8% | $2,756+308.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,053 | $6,717-39.7% | $8,401-51.8% | $6,935-41.6% |