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.)
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 | $37,409 | $89,367-58.1% | $141,191-73.5% | $72,975-48.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 7.02% | 111.87%-104.8pp | 71.41%-64.4pp | 81.01%-74.0pp |
| Employer contribution / active EE | $670 | $3,115-78.5% | $4,736-85.9% | $2,440-72.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $489 | $5,957-91.8% | $10,264-95.2% | $5,124-90.5% |