Filed August 29, 2017
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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 | $127,783 | $90,486+41.2% | $78,676+62.4% | $273,972-53.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 1.74% | 75.62%-73.9pp | 62.19%-60.4pp | 41.46%-39.7pp |
| Employer contribution / active EE | $3,749 | $3,175+18.1% | $2,850+31.5% | $4,869-23.0% |
| Participant deferral / active EE | $7,871 | $3,901+101.8% | $3,517+123.8% | $5,287+48.9% |
| Admin fee / account holder | $1,282 | $5,263-75.6% | $4,510-71.6% | $10,133-87.3% |