Filed August 18, 2021 (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.)
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 | $56,705 | $65,434-13.3% | $98,483-42.4% | $85,847-33.9% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.8pp | 69.3%+11.8pp |
| Annual return | 7.97% | 21.75%-13.8pp | 1494.38%-1486.4pp | 318.61%-310.6pp |
| Employer contribution / active EE | $2,494 | $2,169+15.0% | $2,961-15.8% | $2,565-2.8% |
| Participant deferral / active EE | $1,926 | $3,168-39.2% | $4,276-55.0% | $3,952-51.3% |
| Admin fee / account holder | $5,795 | $4,595+26.1% | $5,953-2.6% | $6,261-7.4% |