Filed June 23, 2016
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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 | $71,914 | $78,707-8.6% | $117,861-39.0% | $70,126+2.5% |
| Participation rate | 75.6% | 73.2%+2.4pp | 79.7%-4.0pp | 69.5%+6.1pp |
| Annual return | 17.90% | 23.30%-5.4pp | 335.11%-317.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,879 | $2,223-15.5% | $3,786-50.4% | $2,343-19.8% |
| Participant deferral / active EE | $5,068 | $3,297+53.7% | $4,482+13.1% | $3,332+52.1% |
| Admin fee / account holder | $7,605 | $5,066+50.1% | $8,021-5.2% | $4,645+63.7% |