Filed January 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.
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 | $6,227 | $100,262-93.8% | $81,370-92.3% | $145,897-95.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -5279.71% | 34.52%-5314.2pp | 24.85%-5304.6pp | 552.29%-5832.0pp |
| Employer contribution / active EE | $52,797 | $2,979+1672.4% | $2,464+2042.8% | $4,663+1032.3% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,758 | $8,163-17.2% | $5,749+17.5% | $13,390-49.5% |