Filed November 14, 2019
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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 | $63,824 | $56,339+13.3% | $104,301-38.8% | $68,486-6.8% |
| Participation rate | 77.0% | 63.3%+13.8pp | 73.3%+3.8pp | 67.9%+9.1pp |
| Annual return | -20.48% | -9.19%-11.3pp | 24.61%-45.1pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,203 | $1,960+12.4% | $3,373-34.7% | $2,597-15.1% |
| Participant deferral / active EE | $2,902 | $3,077-5.7% | $4,626-37.3% | $4,028-28.0% |
| Admin fee / account holder | $6,794 | $4,902+38.6% | $7,340-7.4% | $5,404+25.7% |