Filed April 12, 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 | $51,319 | $80,985-36.6% | $96,576-46.9% | $75,181-31.7% |
| Participation rate | 76.7% | 71.8%+5.0pp | 76.0%+0.8pp | 67.2%+9.5pp |
| Annual return | 40.99% | 27.05%+13.9pp | 25.87%+15.1pp | 160.69%-119.7pp |
| Employer contribution / active EE | $1,479 | $2,282-35.2% | $2,965-50.1% | $2,671-44.6% |
| Participant deferral / active EE | $6,183 | $3,929+57.4% | $4,851+27.5% | $4,126+49.9% |
| Admin fee / account holder | $10,822 | $6,719+61.1% | $8,253+31.1% | $5,650+91.5% |