Filed April 18, 2019
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 | $66,346 | $93,064-28.7% | $74,577-11.0% | $273,972-75.8% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 7.32% | 26.18%-18.9pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,002 | $3,160-5.0% | $2,525+18.9% | $4,869-38.3% |
| Participant deferral / active EE | $5,306 | $4,160+27.5% | $3,458+53.4% | $5,287+0.4% |
| Admin fee / account holder | $3,804 | $5,273-27.9% | $4,138-8.1% | $10,133-62.5% |