Filed November 17, 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.)
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 | $19,261 | $64,359-70.1% | $90,161-78.6% | $70,126-72.5% |
| Participation rate | 95.3% | 70.4%+24.9pp | 76.9%+18.5pp | 69.5%+25.8pp |
| Annual return | 24.71% | 28.13%-3.4pp | 34.89%-10.2pp | 73.15%-48.4pp |
| Employer contribution / active EE | $2,032 | $2,046-0.7% | $3,318-38.8% | $2,343-13.3% |
| Participant deferral / active EE | $3,706 | $4,389-15.6% | $5,287-29.9% | $3,332+11.2% |
| Admin fee / account holder | $313 | $3,945-92.1% | $5,943-94.7% | $4,645-93.3% |