Filed December 1, 2017
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 | $126,455 | $108,825+16.2% | $156,181-19.0% | $82,448+53.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.74% | 20.59%-0.8pp | 64.87%-45.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,487 | $2,870-13.3% | $4,294-42.1% | $2,551-2.5% |
| Participant deferral / active EE | $5,327 | $4,577+16.4% | $6,132-13.1% | $4,139+28.7% |
| Admin fee / account holder | $6,235 | $9,341-33.2% | $14,586-57.3% | $7,234-13.8% |