Filed December 3, 2019
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,878 | $171,867-39.0% | $149,721-30.0% | $147,586-28.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 10.46% | 2113.36%-2102.9pp | 1501.67%-1491.2pp | 578.59%-568.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,047 | $7,270+51.9% | $6,568+68.2% | $5,439+103.1% |
| Admin fee / account holder | $15,000 | $13,799+8.7% | $11,282+33.0% | $10,886+37.8% |