Filed April 4, 2018
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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 | $48,173 | $54,757-12.0% | $90,300-46.7% | $72,983-34.0% |
| Participation rate | 75.9% | 65.1%+10.7pp | 73.3%+2.6pp | 69.5%+6.4pp |
| Annual return | 7.40% | 30.63%-23.2pp | 78.11%-70.7pp | 81.01%-73.6pp |
| Employer contribution / active EE | $2,597 | $2,092+24.1% | $2,854-9.0% | $2,440+6.4% |
| Participant deferral / active EE | $5,404 | $2,887+87.2% | $3,884+39.1% | $3,608+49.8% |
| Admin fee / account holder | $1,672 | $3,972-57.9% | $5,353-68.8% | $5,124-67.4% |