Filed October 14, 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.)
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 | $59,673 | $73,787-19.1% | $98,716-39.6% | $82,448-27.6% |
| Participation rate | 73.7% | 61.4%+12.3pp | 69.3%+4.4pp | 68.1%+5.6pp |
| Annual return | 15.76% | 18.57%-2.8pp | 31.81%-16.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,570 | $1,511+136.3% | $2,279+56.7% | $2,551+40.0% |
| Participant deferral / active EE | $6,990 | $3,081+126.9% | $4,048+72.7% | $4,139+68.9% |
| Admin fee / account holder | $6,383 | $6,500-1.8% | $8,703-26.7% | $7,234-11.8% |