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 | $126,669 | $91,559+38.3% | $133,971-5.5% | $79,852+58.6% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 9.21% | 61.85%-52.6pp | 45.09%-35.9pp | 31.72%-22.5pp |
| Employer contribution / active EE | $2,034 | $2,384-14.7% | $3,919-48.1% | $2,471-17.7% |
| Participant deferral / active EE | $7,014 | $3,734+87.9% | $5,047+39.0% | $3,740+87.5% |
| Admin fee / account holder | $12,986 | $6,321+105.4% | $8,929+45.4% | $5,306+144.7% |