Filed September 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 | $87,261 | $145,431-40.0% | $211,142-58.7% | $87,485-0.3% |
| Participation rate | 82.4% | 84.7%-2.4pp | 87.3%-4.9pp | 68.9%+13.4pp |
| Annual return | 11.50% | 27.21%-15.7pp | 46.84%-35.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,170 | $4,662-53.5% | $6,442-66.3% | $2,596-16.4% |
| Participant deferral / active EE | $4,616 | $6,859-32.7% | $9,284-50.3% | $4,274+8.0% |
| Admin fee / account holder | $4,525 | $17,052-73.5% | $19,076-76.3% | $7,775-41.8% |