Filed March 30, 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 | $76,121 | $49,976+52.3% | $66,674+14.2% | $82,637-7.9% |
| Participation rate | 92.9% | 63.1%+29.8pp | 73.7%+19.2pp | 68.1%+24.8pp |
| Annual return | 15.82% | 39.09%-23.3pp | 321.24%-305.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,161 | $1,988+8.7% | $2,620-17.5% | $2,552-15.3% |
| Participant deferral / active EE | $4,306 | $2,847+51.3% | $4,084+5.4% | $4,126+4.4% |
| Admin fee / account holder | $2,246 | $4,594-51.1% | $5,098-55.9% | $7,339-69.4% |