Filed November 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 | $138,022 | $227,399-39.3% | $189,758-27.3% | $198,609-30.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 79.8%-1.2pp | 82.4%-3.8pp |
| Annual return | 15.60% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $5,456 | $5,526-1.3% | $4,767+14.5% | $5,055+7.9% |
| Participant deferral / active EE | $11,043 | $6,837+61.5% | $5,856+88.6% | $6,977+58.3% |
| Admin fee / account holder | $19,710 | $25,162-21.7% | $20,388-3.3% | $19,030+3.6% |