Filed April 8, 2019 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,238 | $110,137-70.7% | $161,149-80.0% | $82,637-61.0% |
| Participation rate | 80.3% | 72.4%+8.0pp | 78.8%+1.5pp | 68.1%+12.3pp |
| Annual return | 20.01% | 20.69%-0.7pp | 21.16%-1.1pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,891 | $2,856-33.8% | $4,360-56.6% | $2,552-25.9% |
| Participant deferral / active EE | $4,542 | $4,575-0.7% | $6,153-26.2% | $4,126+10.1% |
| Admin fee / account holder | $3,176 | $9,467-66.5% | $15,194-79.1% | $7,339-56.7% |