Filed August 17, 2016
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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 | $79,876 | $64,920+23.0% | $103,693-23.0% | $86,983-8.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 11.49% | 30.29%-18.8pp | 47.61%-36.1pp | 25.83%-14.3pp |
| Employer contribution / active EE | $3,585 | $2,141+67.5% | $2,920+22.8% | $2,584+38.7% |
| Participant deferral / active EE | $5,336 | $3,241+64.6% | $4,579+16.5% | $4,194+27.2% |
| Admin fee / account holder | $2,832 | $6,191-54.3% | $7,858-64.0% | $7,856-64.0% |