Filed June 17, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,281 | $165,399+180.7% | $149,745+210.0% | $158,982+192.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.73% | 348.34%-341.6pp | 276.72%-270.0pp | 302.99%-296.3pp |
| Employer contribution / active EE | $10,390 | $5,105+103.5% | $4,646+123.7% | $4,763+118.2% |
| Participant deferral / active EE | $10,259 | $7,183+42.8% | $6,843+49.9% | $5,983+71.5% |
| Admin fee / account holder | $8,301 | $10,811-23.2% | $9,312-10.9% | $11,252-26.2% |