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 | $80,461 | $138,386-41.9% | $184,260-56.3% | $80,935-0.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 10.06% | 20.02%-10.0pp | 28.84%-18.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,509 | $4,851-48.3% | $6,427-61.0% | $2,757-9.0% |
| Participant deferral / active EE | $5,458 | $7,076-22.9% | $9,133-40.2% | $4,299+26.9% |
| Admin fee / account holder | $8,649 | $10,489-17.5% | $13,898-37.8% | $6,924+24.9% |