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 | $64,333 | $78,707-18.3% | $117,861-45.4% | $70,126-8.3% |
| Participation rate | 97.9% | 73.2%+24.7pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 16.81% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,588 | $2,223+61.4% | $3,786-5.2% | $2,343+53.2% |
| Participant deferral / active EE | $1,341 | $3,297-59.3% | $4,482-70.1% | $3,332-59.8% |
| Admin fee / account holder | $1,395 | $5,066-72.5% | $8,021-82.6% | $4,645-70.0% |