Filed May 11, 2018
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.)
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 | $59,901 | $76,367-21.6% | $93,614-36.0% | $72,983-17.9% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.3pp | 69.5%+27.6pp |
| Annual return | 18.52% | 25.82%-7.3pp | 32.76%-14.2pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,298 | $2,275-43.0% | $2,718-52.3% | $2,440-46.8% |
| Participant deferral / active EE | $4,004 | $3,538+13.2% | $4,069-1.6% | $3,608+11.0% |
| Admin fee / account holder | $5,310 | $6,838-22.3% | $7,889-32.7% | $5,124+3.6% |