Filed June 19, 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 | $91,154 | $106,524-14.4% | $152,301-40.1% | $87,485+4.2% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.4%+5.6pp | 68.9%+19.1pp |
| Annual return | 17.15% | 26.89%-9.7pp | 80.50%-63.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $6,300 | $3,371+86.9% | $4,624+36.2% | $2,596+142.7% |
| Participant deferral / active EE | $15,639 | $6,525+139.7% | $8,004+95.4% | $4,274+266.0% |
| Admin fee / account holder | $21,342 | $8,287+157.6% | $14,398+48.2% | $7,775+174.5% |