Filed January 22, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $140,703 | $89,370+57.4% | $141,197-0.4% | $72,976+92.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | -14.98% | 111.88%-126.9pp | 71.41%-86.4pp | 81.02%-96.0pp |
| Employer contribution / active EE | $36,453 | $3,115+1070.3% | $4,736+669.7% | $2,440+1394.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,720 | $5,957+96.8% | $10,265+14.2% | $5,124+128.7% |