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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,706 | $138,078-3.2% | $125,363+6.7% | $134,509-0.6% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -21.02% | 750.49%-771.5pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $806 | $5,245-84.6% | $4,815-83.3% | $4,741-83.0% |
| Participant deferral / active EE | $10,722 | $7,800+37.5% | $7,447+44.0% | $6,400+67.5% |
| Admin fee / account holder | $7,444 | $11,566-35.6% | $10,005-25.6% | $11,427-34.9% |