Filed July 23, 2018 (most recent of 3 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 | $35,588 | $39,245-9.3% | $64,105-44.5% | $52,331-32.0% |
| Participation rate | 74.1% | 58.2%+15.8pp | 68.2%+5.9pp | 68.1%+6.0pp |
| Annual return | -0.79% | 14.79%-15.6pp | 791.24%-792.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $887 | $736+20.5% | $1,820-51.2% | $1,882-52.8% |
| Participant deferral / active EE | $1,931 | $1,992-3.0% | $2,822-31.6% | $3,022-36.1% |
| Admin fee / account holder | $8,153 | $592+1276.0% | $4,499+81.2% | $592+1278.1% |