Filed February 12, 2018 (most recent of 4 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.)
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 | $142,545 | $146,267-2.5% | $197,124-27.7% | $82,448+72.9% |
| Participation rate | 93.4% | 84.0%+9.4pp | 86.7%+6.7pp | 68.1%+25.4pp |
| Annual return | 15.48% | 29.61%-14.1pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,598 | $4,723-23.8% | $6,227-42.2% | $2,551+41.1% |
| Participant deferral / active EE | $5,886 | $7,035-16.3% | $9,135-35.6% | $4,139+42.2% |
| Admin fee / account holder | $15,889 | $14,422+10.2% | $16,298-2.5% | $7,234+119.6% |