Filed April 17, 2017 (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 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 | $47,487 | $45,050+5.4% | $63,018-24.6% | $70,126-32.3% |
| Participation rate | 80.0% | 69.5%+10.5pp | 74.8%+5.2pp | 69.5%+10.5pp |
| Annual return | 18.89% | 18.76%+0.1pp | 87.62%-68.7pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,549 | $2,052-24.5% | $2,761-43.9% | $2,343-33.9% |
| Participant deferral / active EE | $4,090 | $2,466+65.9% | $3,330+22.8% | $3,332+22.7% |
| Admin fee / account holder | $7,725 | $2,834+172.6% | $3,601+114.5% | $4,645+66.3% |