Filed May 24, 2019
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Participant 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 | $50,121 | $69,977-28.4% | $108,582-53.8% | $62,881-20.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.23% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,477 | $2,135+16.0% | $3,758-34.1% | $2,281+8.6% |
| Participant deferral / active EE | $1,192 | $3,165-62.3% | $4,311-72.4% | $3,203-62.8% |
| Admin fee / account holder | $3,310 | $5,076-34.8% | $7,645-56.7% | $4,296-23.0% |