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 | $125,446 | $67,602+85.6% | $82,312+52.4% | $70,126+78.9% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 20.97% | 21.57%-0.6pp | 25.88%-4.9pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,925 | $1,755+66.7% | $2,428+20.5% | $2,343+24.9% |
| Participant deferral / active EE | $7,150 | $2,987+139.3% | $3,706+92.9% | $3,332+114.6% |
| Admin fee / account holder | $1,809 | $4,512-59.9% | $5,608-67.7% | $4,645-61.1% |