Filed December 20, 2017 (most recent of 2 filings on file)
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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.)
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 | $73,900 | $54,763+34.9% | $90,324-18.2% | $72,976+1.3% |
| Participation rate | 78.8% | 65.2%+13.6pp | 73.3%+5.5pp | 69.5%+9.3pp |
| Annual return | 17.86% | 30.63%-12.8pp | 78.15%-60.3pp | 81.02%-63.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,304 | $2,887+14.4% | $3,885-15.0% | $3,608-8.4% |
| Admin fee / account holder | $17,618 | $3,973+343.4% | $5,356+229.0% | $5,124+243.8% |