Filed August 1, 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 | $28,205 | $48,078-41.3% | $78,676-64.1% | $62,881-55.1% |
| Participation rate | 86.0% | 65.2%+20.8pp | 73.6%+12.4pp | 69.3%+16.7pp |
| Annual return | -0.46% | 31.36%-31.8pp | 62.19%-62.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,802 | $2,015-10.5% | $2,850-36.8% | $2,281-21.0% |
| Participant deferral / active EE | $3,453 | $2,587+33.5% | $3,517-1.8% | $3,203+7.8% |
| Admin fee / account holder | $2,085 | $3,206-35.0% | $4,510-53.8% | $4,296-51.5% |