Filed December 28, 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 | $92,197 | $135,956-32.2% | $123,894-25.6% | $273,972-66.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $791 | $5,170-84.7% | $4,617-82.9% | $4,869-83.8% |
| Participant deferral / active EE | $10,559 | $6,343+66.5% | $5,984+76.4% | $5,287+99.7% |
| Admin fee / account holder | $14,167 | $9,817+44.3% | $8,357+69.5% | $10,133+39.8% |