Filed May 1, 2024 (most recent of 3 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 | $70,595 | $89,370-21.0% | $141,197-50.0% | $72,976-3.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.63% | 111.88%-89.2pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $3,430 | $3,115+10.1% | $4,736-27.6% | $2,440+40.6% |
| Participant deferral / active EE | $7,086 | $5,419+30.8% | $6,710+5.6% | $3,608+96.4% |
| Admin fee / account holder | $3,376 | $5,957-43.3% | $10,265-67.1% | $5,124-34.1% |