Filed August 9, 2019
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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 | $160,432 | $176,105-8.9% | $159,474+0.6% | $167,536-4.2% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 11.68% | 331.91%-320.2pp | 263.68%-252.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $3,128 | $5,299-41.0% | $4,831-35.3% | $4,839-35.4% |
| Participant deferral / active EE | $8,836 | $7,751+14.0% | $7,353+20.2% | $6,342+39.3% |
| Admin fee / account holder | $28,547 | $12,559+127.3% | $10,802+164.3% | $12,315+131.8% |