Filed January 19, 2024
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 | $26,133 | $167,362-84.4% | $143,799-81.8% | $134,532-80.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -16.94% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,806 | $5,620-50.1% | $4,952-43.3% | $4,741-40.8% |
| Participant deferral / active EE | $5,815 | $6,447-9.8% | $5,638+3.1% | $6,401-9.2% |
| Admin fee / account holder | $5,252 | $18,094-71.0% | $14,677-64.2% | $11,429-54.0% |