Filed November 30, 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 | $63,910 | $76,371-16.3% | $93,621-31.7% | $72,975-12.4% |
| Participation rate | 85.7% | 71.8%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 24.47% | 25.82%-1.3pp | 32.76%-8.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $3,407 | $2,276+49.7% | $2,719+25.3% | $2,440+39.6% |
| Participant deferral / active EE | $4,935 | $3,538+39.5% | $4,070+21.3% | $3,608+36.8% |
| Admin fee / account holder | $3,740 | $6,839-45.3% | $7,890-52.6% | $5,124-27.0% |