Filed June 21, 2018
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Employer 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.)
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 | $64,641 | $100,041-35.4% | $149,718-56.8% | $70,131-7.8% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.1%-12.8pp | 69.5%+4.7pp |
| Annual return | 12.47% | 27.43%-15.0pp | 1501.67%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,066 | $3,662-70.9% | $5,445-80.4% | $2,342-54.5% |
| Participant deferral / active EE | $2,597 | $4,983-47.9% | $6,569-60.5% | $3,332-22.1% |
| Admin fee / account holder | $2,347 | $8,286-71.7% | $11,283-79.2% | $4,645-49.5% |