Filed January 25, 2016 (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 | $69,053 | $110,083-37.3% | $151,645-54.5% | $68,490+0.8% |
| Participation rate | 86.3% | 84.0%+2.3pp | 87.5%-1.2pp | 67.9%+18.4pp |
| Annual return | -16.82% | -10.12%-6.7pp | 3.34%-20.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,027 | $4,470-9.9% | $6,165-34.7% | $2,597+55.1% |
| Participant deferral / active EE | $3,913 | $6,526-40.0% | $8,363-53.2% | $4,028-2.8% |
| Admin fee / account holder | $1,210 | $7,718-84.3% | $11,614-89.6% | $5,403-77.6% |