Filed January 3, 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 | $86,675 | $46,877+84.9% | $122,354-29.2% | $70,126+23.6% |
| Participation rate | 93.4% | 58.2%+35.2pp | 71.6%+21.8pp | 69.5%+23.9pp |
| Annual return | 15.26% | 24.22%-9.0pp | 30.28%-15.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $4,194 | $1,288+225.5% | $4,051+3.5% | $2,343+79.0% |
| Participant deferral / active EE | $5,782 | $2,167+166.8% | $3,287+75.9% | $3,332+73.6% |
| Admin fee / account holder | $30,126 | $3,324+806.4% | $5,479+449.9% | $4,645+548.5% |