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 | $138,114-3.2% | $125,391+6.6% | $134,545-0.6% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -21.02% | 750.88%-771.9pp | 572.41%-593.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $806 | $5,246-84.6% | $4,816-83.3% | $4,742-83.0% |
| Participant deferral / active EE | $10,722 | $7,801+37.4% | $7,448+43.9% | $6,401+67.5% |
| Admin fee / account holder | $7,444 | $11,570-35.7% | $10,009-25.6% | $11,431-34.9% |