Filed August 26, 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 | $170,990 | $81,504+109.8% | $102,437+66.9% | $80,959+111.2% |
| Participation rate | 96.9% | 66.9%+30.0pp | 74.5%+22.4pp | 67.7%+29.2pp |
| Annual return | 9.59% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $11,437 | $3,104+268.5% | $3,871+195.5% | $2,757+314.8% |
| Participant deferral / active EE | $3,472 | $3,871-10.3% | $5,060-31.4% | $4,300-19.3% |
| Admin fee / account holder | $7,426 | $6,719+10.5% | $8,388-11.5% | $6,925+7.2% |