Filed January 9, 2018
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 | $118,381 | $93,598+26.5% | $135,974-12.9% | $75,173+57.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.69% | 30.89%-18.2pp | 68.30%-55.6pp | 160.72%-148.0pp |
| Employer contribution / active EE | $8,460 | $3,538+139.1% | $4,859+74.1% | $2,671+216.7% |
| Participant deferral / active EE | $15,270 | $6,405+138.4% | $7,760+96.8% | $4,126+270.1% |
| Admin fee / account holder | $9,990 | $6,978+43.2% | $10,767-7.2% | $5,651+76.8% |