Filed November 27, 2017
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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 | $131,364 | $165,361-20.6% | $149,715-12.3% | $158,950-17.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.23% | 348.24%-334.0pp | 276.66%-262.4pp | 302.91%-288.7pp |
| Employer contribution / active EE | $3,279 | $5,103-35.7% | $4,645-29.4% | $4,762-31.1% |
| Participant deferral / active EE | $10,092 | $7,182+40.5% | $6,842+47.5% | $5,983+68.7% |
| Admin fee / account holder | $30,946 | $10,808+186.3% | $9,310+232.4% | $11,248+175.1% |