Filed November 7, 2017
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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 | $64,813 | $46,877+38.3% | $122,354-47.0% | $70,126-7.6% |
| Participation rate | 97.2% | 58.2%+39.0pp | 71.6%+25.5pp | 69.5%+27.6pp |
| Annual return | 16.86% | 24.22%-7.4pp | 30.28%-13.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,454 | $1,288+90.5% | $4,051-39.4% | $2,343+4.8% |
| Participant deferral / active EE | $4,663 | $2,167+115.1% | $3,287+41.9% | $3,332+40.0% |
| Admin fee / account holder | $5,560 | $3,324+67.3% | $5,479+1.5% | $4,645+19.7% |