Filed August 24, 2022
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 | $29,833 | $72,404-58.8% | $110,243-72.9% | $64,173-53.5% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.6pp | 69.6%+28.8pp |
| Annual return | -12.50% | -6.29%-6.2pp | 314.76%-327.3pp | 7.63%-20.1pp |
| Employer contribution / active EE | $4,700 | $2,282+106.0% | $3,827+22.8% | $2,381+97.4% |
| Participant deferral / active EE | $8,700 | $3,469+150.8% | $4,672+86.2% | $3,470+150.7% |
| Admin fee / account holder | $371 | $5,664-93.4% | $8,548-95.7% | $4,887-92.4% |