Filed April 5, 2016 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,898 | $72,177-54.4% | $115,038-71.4% | $59,633-44.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 13.65% | 12.02%+1.6pp | 26.14%-12.5pp | 2041.45%-2027.8pp |
| Employer contribution / active EE | $17,226 | $2,841+506.3% | $4,608+273.8% | $2,203+682.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,146 | $4,927-76.7% | $8,175-86.0% | $4,297-73.3% |