Filed February 2, 2018
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 | $132,332 | $62,589+111.4% | $76,768+72.4% | $64,173+106.2% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.8pp | 69.6%+20.2pp |
| Annual return | -7.70% | -1.95%-5.8pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,721 | $1,832+48.5% | $2,485+9.5% | $2,381+14.3% |
| Participant deferral / active EE | $6,400 | $3,145+103.5% | $3,852+66.2% | $3,470+84.5% |
| Admin fee / account holder | $1,486 | $4,667-68.2% | $6,675-77.7% | $4,887-69.6% |