Filed March 27, 2019
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 | $241,144 | $97,751+146.7% | $103,447+133.1% | $145,877+65.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.46% | 25.43%-10.0pp | 23.92%-8.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $8,286 | $4,684+76.9% | $4,678+77.1% | $4,663+77.7% |
| Participant deferral / active EE | $12,234 | $6,603+85.3% | $6,624+84.7% | $6,691+82.9% |
| Admin fee / account holder | $41,667 | $12,515+232.9% | $9,415+342.6% | $13,402+210.9% |