Filed January 22, 2020
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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 | $117,550 | $76,551+53.6% | $123,894-5.1% | $62,881+86.9% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 7.98% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,708 | $2,882+63.3% | $4,617+2.0% | $2,281+106.4% |
| Participant deferral / active EE | $8,953 | $4,840+85.0% | $5,984+49.6% | $3,203+179.5% |
| Admin fee / account holder | $6,685 | $4,826+38.5% | $8,357-20.0% | $4,296+55.6% |