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 | $53,603 | $60,128-10.9% | $90,440-40.7% | $79,852-32.9% |
| Participation rate | 78.3% | 65.0%+13.3pp | 72.7%+5.6pp | 69.6%+8.7pp |
| Annual return | 4.84% | 71.95%-67.1pp | 1294.38%-1289.5pp | 31.72%-26.9pp |
| Employer contribution / active EE | $2,545 | $2,068+23.0% | $3,263-22.0% | $2,471+3.0% |
| Participant deferral / active EE | $5,580 | $2,939+89.9% | $3,964+40.8% | $3,740+49.2% |
| Admin fee / account holder | $2,493 | $3,977-37.3% | $5,615-55.6% | $5,306-53.0% |