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 | $36,744 | $87,834-58.2% | $133,975-72.6% | $62,881-41.6% |
| Participation rate | 78.6% | 83.4%-4.8pp | 87.1%-8.5pp | 69.3%+9.3pp |
| Annual return | 4.18% | 12.05%-7.9pp | 29.29%-25.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,144 | $3,482-67.2% | $5,211-78.0% | $2,281-49.9% |
| Participant deferral / active EE | $2,993 | $4,812-37.8% | $6,282-52.4% | $3,203-6.6% |
| Admin fee / account holder | $2,376 | $5,372-55.8% | $9,324-74.5% | $4,296-44.7% |