Filed February 15, 2019
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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 | $67,488 | $153,311-56.0% | $109,313-38.3% | $273,972-75.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.75% | 29.86%-29.1pp | 22.07%-21.3pp | 41.46%-40.7pp |
| Employer contribution / active EE | $3,727 | $5,619-33.7% | $3,892-4.3% | $4,869-23.5% |
| Participant deferral / active EE | $4,414 | $3,932+12.2% | $3,166+39.4% | $5,287-16.5% |
| Admin fee / account holder | $4,250 | $8,076-47.4% | $5,666-25.0% | $10,133-58.1% |