Filed October 22, 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 | $51,247 | $77,816-34.1% | $123,552-58.5% | $64,173-20.1% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.8pp | 69.6%+9.9pp |
| Annual return | -9.73% | 12.49%-22.2pp | 119.20%-128.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,372 | $3,014+11.9% | $4,628-27.1% | $2,381+41.6% |
| Participant deferral / active EE | $7,095 | $5,240+35.4% | $6,426+10.4% | $3,470+104.5% |
| Admin fee / account holder | $6,654 | $5,519+20.6% | $9,285-28.3% | $4,887+36.2% |