Filed May 25, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,462 | $165,399+62.3% | $149,745+79.3% | $158,982+68.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -12.52% | 348.34%-360.9pp | 276.72%-289.2pp | 302.99%-315.5pp |
| Employer contribution / active EE | $22,259 | $5,105+336.1% | $4,646+379.1% | $4,763+367.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,036 | $10,811-34.9% | $9,312-24.4% | $11,252-37.5% |