Filed April 19, 2018
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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 | $57,631 | $152,651-62.2% | $105,218-45.2% | $125,389-54.0% |
| Participation rate | 75.0% | 81.5%-6.5pp | 77.2%-2.2pp | 83.2%-8.2pp |
| Annual return | -0.66% | 8.24%-8.9pp | 5.33%-6.0pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,921 | $4,802-39.2% | $3,255-10.3% | $4,866-40.0% |
| Participant deferral / active EE | $5,739 | $6,660-13.8% | $4,867+17.9% | $5,352+7.2% |
| Admin fee / account holder | $4,340 | $14,248-69.5% | $6,992-37.9% | $9,541-54.5% |