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 | $84,742 | $83,485+1.5% | $125,195-32.3% | $72,976+16.1% |
| Participation rate | 94.2% | 73.3%+20.9pp | 79.8%+14.4pp | 69.5%+24.7pp |
| Annual return | 25.13% | 25.77%-0.6pp | 43.79%-18.7pp | 81.02%-55.9pp |
| Employer contribution / active EE | $2,145 | $2,346-8.6% | $3,866-44.5% | $2,440-12.1% |
| Participant deferral / active EE | $1,526 | $3,586-57.4% | $4,937-69.1% | $3,608-57.7% |
| Admin fee / account holder | $441 | $5,518-92.0% | $9,704-95.5% | $5,124-91.4% |