Filed September 11, 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.
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 | $73,101 | $81,487-10.3% | $102,412-28.6% | $80,935-9.7% |
| Participation rate | 76.5% | 66.8%+9.6pp | 74.5%+2.0pp | 67.7%+8.8pp |
| Annual return | 9.36% | 25.60%-16.2pp | 24.94%-15.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,072 | $3,103-65.4% | $3,870-72.3% | $2,757-61.1% |
| Participant deferral / active EE | $2,449 | $3,871-36.7% | $5,060-51.6% | $4,299-43.0% |
| Admin fee / account holder | $7,574 | $6,717+12.8% | $8,388-9.7% | $6,924+9.4% |