Filed March 5, 2018 (most recent of 2 filings on file)
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,526 | $199,109+28.3% | $173,730+47.1% | $154,746+65.1% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 17.55% | 20.02%-2.5pp | 19.96%-2.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $6,768 | $5,311+27.4% | $4,577+47.8% | $4,379+54.5% |
| Participant deferral / active EE | $15,691 | $7,113+120.6% | $6,326+148.0% | $6,730+133.1% |
| Admin fee / account holder | $14,190 | $20,916-32.2% | $17,523-19.0% | $14,365-1.2% |