Filed August 17, 2017 (most recent of 2 filings on file)
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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 | $138,103 | $201,370-31.4% | $184,256-25.0% | $145,897-5.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.49% | 29.05%-20.6pp | 28.85%-20.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,239 | $7,024-68.1% | $6,427-65.2% | $4,663-52.0% |
| Participant deferral / active EE | $4,164 | $9,808-57.5% | $9,133-54.4% | $6,689-37.8% |
| Admin fee / account holder | $29,466 | $16,364+80.1% | $13,899+112.0% | $13,390+120.1% |