Filed October 23, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,385 | $72,486+12.3% | $87,103-6.6% | $72,976+11.5% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | -5.80% | 24.46%-30.3pp | 28.19%-34.0pp | 81.02%-86.8pp |
| Employer contribution / active EE | $7,426 | $1,894+292.1% | $2,521+194.5% | $2,440+204.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,886 | $5,055-42.9% | $7,491-61.5% | $5,124-43.7% |