Filed April 1, 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.)
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 | $134,012 | $77,638+72.6% | $156,551-14.4% | $62,881+113.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.98% | 50.33%-47.3pp | 32.23%-29.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $5,320 | $3,444+54.5% | $5,501-3.3% | $2,281+133.3% |
| Participant deferral / active EE | $3,317 | $3,046+8.9% | $4,871-31.9% | $3,203+3.6% |
| Admin fee / account holder | $9,140 | $5,561+64.3% | $13,028-29.8% | $4,296+112.8% |