Filed March 22, 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 | $24,591 | $84,236-70.8% | $170,435-85.6% | $70,126-64.9% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 13.72% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,362 | $3,387-30.3% | $5,432-56.5% | $2,343+0.8% |
| Participant deferral / active EE | $5,608 | $3,086+81.7% | $4,939+13.5% | $3,332+68.3% |
| Admin fee / account holder | $2,253 | $5,698-60.5% | $13,881-83.8% | $4,645-51.5% |