Filed February 28, 2019 (most recent of 2 filings on file)
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.)
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 | $85,581 | $71,215+20.2% | $93,696-8.7% | $80,935+5.7% |
| Participation rate | 72.7% | 60.4%+12.3pp | 68.7%+4.0pp | 67.7%+5.1pp |
| Annual return | 10.91% | 11.27%-0.4pp | 133.74%-122.8pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,698 | $4,037+16.4% | $4,417+6.4% | $4,299+9.3% |
| Admin fee / account holder | $4,925 | $6,958-29.2% | $8,287-40.6% | $6,924-28.9% |