Filed May 8, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $122,589 | $114,237+7.3% | $119,258+2.8% | $167,536-26.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.92% | 29.87%-16.9pp | 30.69%-17.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $16,846 | $4,481+275.9% | $4,384+284.2% | $4,839+248.1% |
| Participant deferral / active EE | $29,691 | $6,084+388.0% | $6,111+385.9% | $6,342+368.1% |
| Admin fee / account holder | $18,459 | $8,932+106.7% | $7,226+155.5% | $12,315+49.9% |