Filed December 8, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,376 | $157,296-94.0% | $141,191-93.4% | $152,897-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.34% | 64.34%-36.0pp | 71.41%-43.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,172 | $5,262-77.7% | $4,736-75.2% | $4,764-75.4% |
| Participant deferral / active EE | $3,204 | $7,111-54.9% | $6,710-52.3% | $5,851-45.2% |
| Admin fee / account holder | $536 | $12,125-95.6% | $10,264-94.8% | $11,599-95.4% |