Filed February 5, 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.
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 | $62,097 | $89,259-30.4% | $107,187-42.1% | $82,637-24.9% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 11.17% | 21.02%-9.9pp | 204.55%-193.4pp | 53.51%-42.3pp |
| Employer contribution / active EE | $2,914 | $3,080-5.4% | $3,782-23.0% | $2,552+14.2% |
| Participant deferral / active EE | $4,502 | $4,037+11.5% | $5,096-11.6% | $4,126+9.1% |
| Admin fee / account holder | $3,149 | $7,381-57.3% | $9,162-65.6% | $7,339-57.1% |