Filed February 2, 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 | $71,569 | $73,981-3.3% | $105,754-32.3% | $62,881+13.8% |
| Participation rate | 74.4% | 71.7%+2.7pp | 78.9%-4.6pp | 69.3%+5.1pp |
| Annual return | 6.65% | 17.60%-11.0pp | 12.25%-5.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,132 | $2,856-25.3% | $4,079-47.7% | $2,281-6.5% |
| Participant deferral / active EE | $3,850 | $4,038-4.7% | $5,326-27.7% | $3,203+20.2% |
| Admin fee / account holder | $1,161 | $5,976-80.6% | $8,309-86.0% | $4,296-73.0% |