Filed August 19, 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.)
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 | $38,447 | $93,598-58.9% | $135,974-71.7% | $75,173-48.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 36.77% | 30.89%+5.9pp | 68.30%-31.5pp | 160.72%-123.9pp |
| Employer contribution / active EE | $3,680 | $3,538+4.0% | $4,859-24.3% | $2,671+37.8% |
| Participant deferral / active EE | $7,586 | $6,405+18.4% | $7,760-2.2% | $4,126+83.8% |
| Admin fee / account holder | $4,506 | $6,978-35.4% | $10,767-58.1% | $5,651-20.3% |