Filed December 28, 2016
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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 | $159,942 | $106,749+49.8% | $145,433+10.0% | $82,448+94.0% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,502 | $3,444-56.4% | $4,554-67.0% | $2,551-41.1% |
| Participant deferral / active EE | $12,555 | $6,519+92.6% | $7,897+59.0% | $4,139+203.3% |
| Admin fee / account holder | $3,282 | $8,390-60.9% | $13,129-75.0% | $7,234-54.6% |