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 | $81,476+109.9% | $102,383+67.0% | $80,925+111.3% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.7%+29.2pp |
| Annual return | 9.59% | 25.59%-16.0pp | 24.94%-15.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $11,437 | $3,105+268.4% | $3,870+195.5% | $2,756+314.9% |
| Participant deferral / active EE | $3,472 | $3,871-10.3% | $5,060-31.4% | $4,299-19.2% |
| Admin fee / account holder | $7,426 | $6,717+10.5% | $8,391-11.5% | $6,940+7.0% |