Filed April 2, 2019
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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 | $41,501 | $106,749-61.1% | $145,433-71.5% | $82,448-49.7% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 14.12% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,212 | $3,444-35.8% | $4,554-51.4% | $2,551-13.3% |
| Participant deferral / active EE | $5,774 | $6,519-11.4% | $7,897-26.9% | $4,139+39.5% |
| Admin fee / account holder | $3,684 | $8,390-56.1% | $13,129-71.9% | $7,234-49.1% |