Filed April 25, 2018 (most recent of 2 filings on file)
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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 | $61,881 | $87,834-29.5% | $133,975-53.8% | $62,881-1.6% |
| Participation rate | 78.0% | 83.4%-5.3pp | 87.1%-9.0pp | 69.3%+8.7pp |
| Annual return | 10.73% | 12.05%-1.3pp | 29.29%-18.6pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,257 | $3,482-35.2% | $5,211-56.7% | $2,281-1.0% |
| Participant deferral / active EE | $4,392 | $4,812-8.7% | $6,282-30.1% | $3,203+37.1% |
| Admin fee / account holder | $3,140 | $5,372-41.6% | $9,324-66.3% | $4,296-26.9% |