Filed October 3, 2023 (most recent of 2 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.)
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 | $30,417 | $102,429-70.3% | $147,096-79.3% | $80,925-62.4% |
| Participation rate | 85.3% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.7pp |
| Annual return | 12.86% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,219 | $3,716-13.4% | $4,936-34.8% | $2,756+16.8% |
| Participant deferral / active EE | $3,427 | $6,649-48.4% | $8,071-57.5% | $4,299-20.3% |
| Admin fee / account holder | $3,359 | $7,957-57.8% | $13,005-74.2% | $6,940-51.6% |