Filed March 18, 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 | $110,611 | $102,385+8.0% | $147,080-24.8% | $80,935+36.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.77% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $17,457 | $3,717+369.7% | $4,933+253.9% | $2,757+533.3% |
| Participant deferral / active EE | $5,576 | $6,651-16.2% | $8,066-30.9% | $4,299+29.7% |
| Admin fee / account holder | $10,169 | $7,951+27.9% | $12,989-21.7% | $6,924+46.9% |