Filed January 4, 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 | $163,698 | $115,931+41.2% | $185,441-11.7% | $86,983+88.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 11.14% | 21.47%-10.3pp | 20.16%-9.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $2,404 | $2,937-18.2% | $4,672-48.6% | $2,584-7.0% |
| Participant deferral / active EE | $11,460 | $4,551+151.8% | $6,152+86.3% | $4,194+173.3% |
| Admin fee / account holder | $13,783 | $10,687+29.0% | $17,890-23.0% | $7,856+75.5% |