Filed April 4, 2017 (most recent of 3 filings on file)
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Employer 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 | $95,248 | $56,054+69.9% | $171,082-44.3% | $62,881+51.5% |
| Participation rate | 97.7% | 62.9%+34.9pp | 76.7%+21.0pp | 69.3%+28.4pp |
| Annual return | 27.17% | 22.52%+4.7pp | 32.56%-5.4pp | 20.14%+7.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,679 | $3,158+174.8% | $4,797+80.9% | $3,203+171.0% |
| Admin fee / account holder | $11,906 | $3,647+226.5% | $8,520+39.7% | $4,296+177.2% |