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 | $155,475 | $185,856-16.3% | $170,028-8.6% | $139,456+11.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.42% | 60.52%-54.1pp | 53.39%-47.0pp | 373.45%-367.0pp |
| Employer contribution / active EE | $2,379 | $7,593-68.7% | $6,788-65.0% | $4,753-50.0% |
| Participant deferral / active EE | $4,587 | $11,623-60.5% | $10,409-55.9% | $6,711-31.7% |
| Admin fee / account holder | $17,849 | $15,387+16.0% | $12,820+39.2% | $11,407+56.5% |