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.
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 | $26,672 | $78,428-66.0% | $95,960-72.2% | $79,852-66.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 3.88% | 19.37%-15.5pp | 91.63%-87.8pp | 31.72%-27.8pp |
| Employer contribution / active EE | $2,367 | $1,945+21.7% | $2,541-6.9% | $2,471-4.2% |
| Participant deferral / active EE | $3,761 | $3,440+9.3% | $4,167-9.7% | $3,740+0.5% |
| Admin fee / account holder | $4,463 | $5,622-20.6% | $6,797-34.3% | $5,306-15.9% |