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 | $114,712+42.7% | $173,730-5.8% | $87,485+87.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 11.14% | 20.18%-9.0pp | 19.96%-8.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $2,404 | $2,904-17.2% | $4,577-47.5% | $2,596-7.4% |
| Participant deferral / active EE | $11,460 | $4,642+146.9% | $6,326+81.2% | $4,274+168.2% |
| Admin fee / account holder | $13,783 | $10,210+35.0% | $17,523-21.3% | $7,775+77.3% |