Filed November 22, 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 | $237,844 | $201,370+18.1% | $184,256+29.1% | $145,897+63.0% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 15.44% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $5,663 | $7,024-19.4% | $6,427-11.9% | $4,663+21.5% |
| Participant deferral / active EE | $12,806 | $9,808+30.6% | $9,133+40.2% | $6,689+91.4% |
| Admin fee / account holder | $1,606 | $16,364-90.2% | $13,899-88.4% | $13,390-88.0% |