Filed February 14, 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.)
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 | $64,367 | $79,633-19.2% | $93,759-31.3% | $68,486-6.0% |
| Participation rate | 73.8% | 75.4%-1.6pp | 81.0%-7.2pp | 67.9%+5.9pp |
| Annual return | -16.40% | -0.10%-16.3pp | -11.33%-5.1pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,695 | $3,665-26.5% | $4,324-37.7% | $2,597+3.8% |
| Participant deferral / active EE | $4,390 | $5,158-14.9% | $6,096-28.0% | $4,028+9.0% |
| Admin fee / account holder | $1,029 | $6,871-85.0% | $7,197-85.7% | $5,404-80.9% |