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 | $103,992 | $150,447-30.9% | $136,298-23.7% | $147,586-29.5% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 13.01% | 1049.15%-1036.1pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $658 | $5,256-87.5% | $4,696-86.0% | $4,876-86.5% |
| Participant deferral / active EE | $8,218 | $6,631+23.9% | $6,247+31.5% | $5,439+51.1% |
| Admin fee / account holder | $3,667 | $10,906-66.4% | $9,244-60.3% | $10,886-66.3% |