Filed January 4, 2018
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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 | $57,245 | $77,814-26.4% | $158,223-63.8% | $86,983-34.2% |
| Participation rate | 92.0% | 68.4%+23.6pp | 79.2%+12.8pp | 69.5%+22.5pp |
| Annual return | 38.56% | 30.54%+8.0pp | 52.09%-13.5pp | 25.83%+12.7pp |
| Employer contribution / active EE | $4,045 | $2,592+56.0% | $4,109-1.6% | $2,584+56.5% |
| Participant deferral / active EE | $3,138 | $3,270-4.0% | $5,467-42.6% | $4,194-25.2% |
| Admin fee / account holder | $38,168 | $5,879+549.2% | $16,047+137.8% | $7,856+385.8% |