Filed January 25, 2016 (most recent of 3 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 | $73,748 | $138,393-46.7% | $184,256-60.0% | $80,959-8.9% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.7%+21.6pp |
| Annual return | 14.73% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,144 | $4,847-14.5% | $6,427-35.5% | $2,757+50.3% |
| Participant deferral / active EE | $4,683 | $7,076-33.8% | $9,133-48.7% | $4,300+8.9% |
| Admin fee / account holder | $7,709 | $10,489-26.5% | $13,899-44.5% | $6,925+11.3% |