Filed October 8, 2020 (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 5-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 | $40,015 | $154,228-74.1% | $145,433-72.5% | $137,256-70.8% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 36.56% | 74.59%-38.0pp | 66.58%-30.0pp | 220.34%-183.8pp |
| Employer contribution / active EE | $2,312 | $4,804-51.9% | $4,554-49.2% | $4,156-44.4% |
| Participant deferral / active EE | $5,305 | $8,216-35.4% | $7,897-32.8% | $6,407-17.2% |
| Admin fee / account holder | $4,894 | $14,344-65.9% | $13,129-62.7% | $12,270-60.1% |