Filed April 28, 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 | $57,042 | $88,707-35.7% | $74,184-23.1% | $273,972-79.2% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 8.90% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,875 | $3,159+22.6% | $2,370+63.5% | $4,869-20.4% |
| Participant deferral / active EE | $9,614 | $4,212+128.3% | $3,550+170.8% | $5,287+81.8% |
| Admin fee / account holder | $1,473 | $8,717-83.1% | $5,586-73.6% | $10,133-85.5% |