Filed May 13, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,760 | $97,550-58.2% | $120,344-66.1% | $87,485-53.4% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.7%-2.8pp | 68.9%+5.0pp |
| Annual return | 17.03% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,742 | $2,291-24.0% | $3,020-42.3% | $2,596-32.9% |
| Participant deferral / active EE | $2,999 | $4,230-29.1% | $5,135-41.6% | $4,274-29.8% |
| Admin fee / account holder | $2,996 | $9,543-68.6% | $12,742-76.5% | $7,775-61.5% |