Filed July 21, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,170 | $45,152-37.6% | $73,836-61.8% | $59,633-52.8% |
| Participation rate | 92.5% | 64.0%+28.5pp | 73.4%+19.1pp | 68.7%+23.8pp |
| Annual return | -0.62% | 27.40%-28.0pp | 2268.06%-2268.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $3,731 | $1,901+96.3% | $2,787+33.9% | $2,203+69.4% |
| Participant deferral / active EE | $3,940 | $2,573+53.2% | $3,583+10.0% | $3,192+23.5% |
| Admin fee / account holder | $2,722 | $3,515-22.5% | $4,882-44.2% | $4,297-36.6% |