Filed September 4, 2019
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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 | $109,923 | $37,446+193.6% | $77,552+41.7% | $79,856+37.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 2.34% | 39.76%-37.4pp | 54.82%-52.5pp | 31.71%-29.4pp |
| Employer contribution / active EE | $1,377 | $637+116.1% | $987+39.6% | $2,471-44.3% |
| Participant deferral / active EE | $2,170 | $1,261+72.1% | $1,861+16.6% | $3,741-42.0% |
| Admin fee / account holder | $2,394 | $2,506-4.5% | $2,859-16.3% | $5,306-54.9% |