Filed November 30, 2017
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,812 | $54,357-93.0% | $82,706-95.4% | $68,495-94.4% |
| Participation rate | 78.4% | 63.9%+14.5pp | 72.6%+5.9pp | 67.9%+10.5pp |
| Annual return | -23.09% | -13.67%-9.4pp | 701.76%-724.9pp | -7.84%-15.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,756 | $3,246-45.9% | $4,394-60.0% | $4,028-56.4% |
| Admin fee / account holder | $613 | $4,396-86.0% | $5,329-88.5% | $5,403-88.6% |