Filed November 14, 2018 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,479 | $101,795-81.8% | $165,100-88.8% | $80,959-77.2% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.7%+27.6pp |
| Annual return | 62.85% | 16.73%+46.1pp | 70.21%-7.4pp | 35.67%+27.2pp |
| Employer contribution / active EE | $1,723 | $2,954-41.7% | $4,348-60.4% | $2,757-37.5% |
| Participant deferral / active EE | $1,970 | $4,476-56.0% | $6,035-67.4% | $4,300-54.2% |
| Admin fee / account holder | $1,070 | $8,221-87.0% | $12,696-91.6% | $6,925-84.5% |