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 | $110,137+48.6% | $161,149+1.6% | $82,637+98.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.14% | 20.69%-9.5pp | 21.16%-10.0pp | 53.51%-42.4pp |
| Employer contribution / active EE | $2,404 | $2,856-15.8% | $4,360-44.9% | $2,552-5.8% |
| Participant deferral / active EE | $11,460 | $4,575+150.5% | $6,153+86.3% | $4,126+177.8% |
| Admin fee / account holder | $13,783 | $9,467+45.6% | $15,194-9.3% | $7,339+87.8% |