Filed March 30, 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 | $189,491 | $228,352-17.0% | $185,827+2.0% | $158,950+19.2% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 24.01% | 40.81%-16.8pp | 35.96%-11.9pp | 302.91%-278.9pp |
| Employer contribution / active EE | $2,434 | $4,967-51.0% | $4,087-40.4% | $4,762-48.9% |
| Participant deferral / active EE | $9,227 | $6,416+43.8% | $5,633+63.8% | $5,983+54.2% |
| Admin fee / account holder | $2,398 | $11,867-79.8% | $9,502-74.8% | $11,248-78.7% |