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 | $64,683 | $72,404-10.7% | $110,243-41.3% | $64,173+0.8% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.6%+25.1pp |
| Annual return | -5.97% | -6.29%+0.3pp | 314.76%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,970 | $2,282-13.7% | $3,827-48.5% | $2,381-17.3% |
| Participant deferral / active EE | $1,221 | $3,469-64.8% | $4,672-73.9% | $3,470-64.8% |
| Admin fee / account holder | $6,009 | $5,664+6.1% | $8,548-29.7% | $4,887+23.0% |