Filed November 8, 2016
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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 | $75,275 | $115,810-35.0% | $101,271-25.7% | $158,966-52.6% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.6pp |
| Annual return | 18.03% | 56.15%-38.1pp | 46.48%-28.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $452 | $4,175-89.2% | $3,660-87.6% | $4,762-90.5% |
| Participant deferral / active EE | $3,466 | $4,958-30.1% | $4,371-20.7% | $5,983-42.1% |
| Admin fee / account holder | $757 | $7,248-89.6% | $5,948-87.3% | $11,250-93.3% |