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 | $36,759 | $60,139-38.9% | $90,461-59.4% | $79,856-54.0% |
| Participation rate | 91.9% | 65.0%+26.9pp | 72.7%+19.2pp | 69.6%+22.3pp |
| Annual return | 3.40% | 71.96%-68.6pp | 1294.76%-1291.4pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,701 | $2,069+30.6% | $3,264-17.2% | $2,471+9.3% |
| Participant deferral / active EE | $3,817 | $2,939+29.9% | $3,964-3.7% | $3,741+2.1% |
| Admin fee / account holder | $1,130 | $3,978-71.6% | $5,617-79.9% | $5,306-78.7% |