Filed October 23, 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 | $95,701 | $53,128+80.1% | $86,582+10.5% | $70,126+36.5% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 17.31% | 27.66%-10.4pp | 965.08%-947.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,298 | $2,068+11.1% | $2,839-19.1% | $2,343-1.9% |
| Participant deferral / active EE | $6,345 | $2,695+135.4% | $3,609+75.8% | $3,332+90.4% |
| Admin fee / account holder | $5,038 | $3,584+40.6% | $4,904+2.7% | $4,645+8.5% |