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 | $151,300 | $197,603-23.4% | $177,827-14.9% | $158,950-4.8% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 15.96% | 58.76%-42.8pp | 48.32%-32.4pp | 302.91%-286.9pp |
| Employer contribution / active EE | $4,461 | $6,698-33.4% | $5,918-24.6% | $4,762-6.3% |
| Participant deferral / active EE | $12,515 | $8,404+48.9% | $7,713+62.2% | $5,983+109.2% |
| Admin fee / account holder | $4,791 | $15,402-68.9% | $12,429-61.5% | $11,248-57.4% |