Filed June 21, 2018
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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 | $51,144 | $109,359-53.2% | $162,185-68.5% | $72,976-29.9% |
| Participation rate | 82.6% | 84.3%-1.6pp | 87.6%-4.9pp | 69.5%+13.1pp |
| Annual return | 15.87% | 25.46%-9.6pp | 115.61%-99.7pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,638 | $3,907-58.1% | $5,613-70.8% | $2,440-32.9% |
| Participant deferral / active EE | $3,365 | $5,481-38.6% | $7,297-53.9% | $3,608-6.7% |
| Admin fee / account holder | $5,248 | $7,972-34.2% | $10,844-51.6% | $5,124+2.4% |