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 | $95,610 | $105,210-9.1% | $159,487-40.1% | $85,851+11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.13% | 45.08%-32.0pp | 263.71%-250.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $3,514 | $3,319+5.9% | $4,831-27.3% | $2,565+37.0% |
| Participant deferral / active EE | $8,958 | $5,946+50.7% | $7,354+21.8% | $3,952+126.7% |
| Admin fee / account holder | $6,305 | $6,934-9.1% | $10,804-41.6% | $6,261+0.7% |