Filed September 28, 2018 (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 8-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 | $63,516 | $154,228-58.8% | $145,433-56.3% | $137,256-53.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.17% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,499 | $4,804-48.0% | $4,554-45.1% | $4,156-39.9% |
| Participant deferral / active EE | $5,017 | $8,216-38.9% | $7,897-36.5% | $6,407-21.7% |
| Admin fee / account holder | $6,583 | $14,344-54.1% | $13,129-49.9% | $12,270-46.3% |