Filed November 7, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,891 | $106,749+62.9% | $145,433+19.6% | $82,448+110.9% |
| Participation rate | 93.0% | 75.6%+17.3pp | 82.1%+10.8pp | 68.1%+24.9pp |
| Annual return | 13.83% | 27.59%-13.8pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,370 | $3,444+26.9% | $4,554-4.1% | $2,551+71.3% |
| Participant deferral / active EE | $10,176 | $6,519+56.1% | $7,897+28.9% | $4,139+145.8% |
| Admin fee / account holder | $5,785 | $8,390-31.0% | $13,129-55.9% | $7,234-20.0% |