Filed September 29, 2016
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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 | $169,718 | $107,368+58.1% | $92,915+82.7% | $152,909+11.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 23.06% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $4,148 | $4,222-1.8% | $3,653+13.5% | $4,764-12.9% |
| Participant deferral / active EE | $10,188 | $4,848+110.2% | $4,238+140.4% | $5,851+74.1% |
| Admin fee / account holder | $2,021 | $7,082-71.5% | $5,796-65.1% | $11,601-82.6% |