Filed April 26, 2018
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.)
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 | $53,141 | $102,422-48.1% | $147,117-63.9% | $80,959-34.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.81% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,458 | $3,717-33.9% | $4,932-50.2% | $2,757-10.8% |
| Participant deferral / active EE | $6,523 | $6,652-1.9% | $8,065-19.1% | $4,300+51.7% |
| Admin fee / account holder | $8,872 | $7,953+11.5% | $12,993-31.7% | $6,925+28.1% |