Filed April 9, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,951 | $64,920+472.9% | $103,693+258.7% | $86,983+327.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 92.00% | 30.29%+61.7pp | 47.61%+44.4pp | 25.83%+66.2pp |
| Employer contribution / active EE | $5,972 | $2,141+178.9% | $2,920+104.5% | $2,584+131.1% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,323 | $6,191-46.3% | $7,858-57.7% | $7,856-57.7% |