Filed May 2, 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 | $117,661 | $69,444+69.4% | $92,985+26.5% | $87,485+34.5% |
| Participation rate | 83.3% | 63.3%+20.0pp | 69.5%+13.8pp | 68.9%+14.4pp |
| Annual return | 20.76% | 23.85%-3.1pp | 27.99%-7.2pp | 26.06%-5.3pp |
| Employer contribution / active EE | $7,244 | $1,917+277.9% | $2,662+172.1% | $2,596+179.0% |
| Participant deferral / active EE | $12,022 | $3,364+257.4% | $4,377+174.7% | $4,274+181.3% |
| Admin fee / account holder | $11,370 | $6,137+85.3% | $9,463+20.1% | $7,775+46.2% |