Filed June 16, 2017
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,876 | $109,344-35.2% | $89,400-20.7% | $158,950-55.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 1.49% | 345.73%-344.2pp | 245.64%-244.1pp | 302.91%-301.4pp |
| Employer contribution / active EE | $2,690 | $3,170-15.2% | $2,586+4.0% | $4,762-43.5% |
| Participant deferral / active EE | $3,626 | $4,599-21.2% | $3,890-6.8% | $5,983-39.4% |
| Admin fee / account holder | $1,220 | $6,154-80.2% | $4,882-75.0% | $11,248-89.2% |