Filed May 21, 2024 (most recent of 4 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $208,635 | $165,361+26.2% | $149,715+39.4% | $158,950+31.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.00% | 348.24%-344.2pp | 276.66%-272.7pp | 302.91%-298.9pp |
| Employer contribution / active EE | $11,576 | $5,103+126.8% | $4,645+149.2% | $4,762+143.1% |
| Participant deferral / active EE | $7,148 | $7,182-0.5% | $6,842+4.5% | $5,983+19.5% |
| Admin fee / account holder | $28,508 | $10,808+163.8% | $9,310+206.2% | $11,248+153.4% |