Filed December 21, 2017 (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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,162 | $55,713-78.2% | $75,901-84.0% | $72,975-83.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 24.66% | 27.60%-2.9pp | 30.76%-6.1pp | 81.01%-56.3pp |
| Employer contribution / active EE | $732 | $1,687-56.6% | $2,501-70.7% | $2,440-70.0% |
| Participant deferral / active EE | $3,293 | $2,634+25.0% | $3,603-8.6% | $3,608-8.7% |
| Admin fee / account holder | $532 | $3,980-86.6% | $5,420-90.2% | $5,124-89.6% |