Filed May 11, 2016
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,980 | $209,874-86.7% | $189,537-85.2% | $167,536-83.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.76% | 748.61%-731.9pp | 555.34%-538.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $3,633 | $6,913-47.5% | $6,161-41.0% | $4,839-24.9% |
| Participant deferral / active EE | $5,746 | $8,934-35.7% | $8,220-30.1% | $6,342-9.4% |
| Admin fee / account holder | $4,383 | $14,299-69.3% | $12,048-63.6% | $12,315-64.4% |