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 | $51,638+54.7% | $68,368+16.8% | $82,448-3.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 11.49% | 37.53%-26.0pp | 292.57%-281.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $3,585 | $2,047+75.2% | $2,649+35.4% | $2,551+40.5% |
| Participant deferral / active EE | $5,336 | $2,914+83.1% | $4,123+29.4% | $4,139+28.9% |
| Admin fee / account holder | $2,832 | $4,643-39.0% | $5,150-45.0% | $7,234-60.9% |