Filed May 11, 2016 (most recent of 2 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 | $65,571 | $63,082+3.9% | $81,726-19.8% | $79,856-17.9% |
| Participation rate | 97.3% | 67.5%+29.8pp | 72.0%+25.3pp | 69.6%+27.7pp |
| Annual return | 10.85% | 22.66%-11.8pp | 29.49%-18.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,563 | $1,795+42.7% | $4,311-40.6% | $2,471+3.7% |
| Participant deferral / active EE | $6,946 | $2,780+149.8% | $7,108-2.3% | $3,741+85.7% |
| Admin fee / account holder | $934 | $4,428-78.9% | $5,160-81.9% | $5,306-82.4% |