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 | $152,325 | $92,743+64.2% | $82,744+84.1% | $134,532+13.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -21.43% | 946.63%-968.1pp | 702.22%-723.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $4,000 | $3,273+22.2% | $3,008+33.0% | $4,741-15.6% |
| Participant deferral / active EE | $10,738 | $4,802+123.6% | $4,395+144.3% | $6,401+67.7% |
| Admin fee / account holder | $2,621 | $5,977-56.1% | $5,325-50.8% | $11,429-77.1% |