Filed October 23, 2015
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 | $131,859 | $81,870+61.1% | $119,622+10.2% | $68,486+92.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.32% | -23.82%+10.5pp | -14.98%+1.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $6,736 | $2,692+150.2% | $4,232+59.2% | $2,597+159.4% |
| Participant deferral / active EE | $4,923 | $4,148+18.7% | $5,601-12.1% | $4,028+22.2% |
| Admin fee / account holder | $4,302 | $6,583-34.7% | $10,328-58.3% | $5,404-20.4% |