Filed April 29, 2016
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 | $30,535 | $180,466-83.1% | $154,114-80.2% | $135,382-77.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.49% | 888.15%-897.6pp | 735.16%-744.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $3,518 | $6,035-41.7% | $5,298-33.6% | $4,779-26.4% |
| Participant deferral / active EE | $4,950 | $5,806-14.7% | $5,081-2.6% | $5,609-11.7% |
| Admin fee / account holder | $1,923 | $16,144-88.1% | $13,411-85.7% | $10,829-82.2% |