Filed December 19, 2016 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,426 | $62,583-1.8% | $76,767-20.0% | $64,173-4.3% |
| Participation rate | 58.9% | 72.8%-13.9pp | 77.0%-18.1pp | 69.6%-10.7pp |
| Annual return | -6.41% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $393 | $1,832-78.5% | $2,485-84.2% | $2,381-83.5% |
| Participant deferral / active EE | $2,860 | $3,145-9.1% | $3,852-25.7% | $3,470-17.6% |
| Admin fee / account holder | $1,043 | $4,667-77.6% | $6,675-84.4% | $4,887-78.7% |