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 | $94,911 | $95,762-0.9% | $379,746-75.0% | $79,852+18.9% |
| Participation rate | 91.9% | 74.0%+17.9pp | 78.4%+13.5pp | 69.6%+22.3pp |
| Annual return | 19.56% | 18.26%+1.3pp | 34.90%-15.3pp | 31.72%-12.2pp |
| Employer contribution / active EE | $4,392 | $2,695+62.9% | $3,540+24.1% | $2,471+77.7% |
| Participant deferral / active EE | $9,095 | $4,705+93.3% | $6,024+51.0% | $3,740+143.1% |
| Admin fee / account holder | $2,657 | $6,745-60.6% | $7,927-66.5% | $5,306-49.9% |