Filed November 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,632 | $58,099-18.0% | $76,872-38.0% | $75,173-36.6% |
| Participation rate | 89.9% | 63.9%+26.0pp | 69.6%+20.3pp | 67.2%+22.7pp |
| Annual return | 11.40% | 26.71%-15.3pp | 37.90%-26.5pp | 160.72%-149.3pp |
| Employer contribution / active EE | $2,573 | $1,996+29.0% | $2,533+1.6% | $2,671-3.7% |
| Participant deferral / active EE | $5,760 | $2,999+92.1% | $3,832+50.3% | $4,126+39.6% |
| Admin fee / account holder | $5,060 | $4,778+5.9% | $5,476-7.6% | $5,651-10.5% |