Filed January 17, 2024
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 | $22,553 | $75,832-70.3% | $147,617-84.7% | $59,633-62.2% |
| Participation rate | 83.3% | 71.6%+11.8pp | 84.6%-1.3pp | 68.7%+14.7pp |
| Annual return | -1.81% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,415 | $3,485-59.4% | $5,564-74.6% | $2,203-35.8% |
| Participant deferral / active EE | $2,655 | $3,131-15.2% | $4,895-45.8% | $3,192-16.8% |
| Admin fee / account holder | $605 | $5,986-89.9% | $11,612-94.8% | $4,297-85.9% |