Filed August 16, 2023 (most recent of 6 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.)
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 | $76,307 | $85,766-11.0% | $136,298-44.0% | $70,126+8.8% |
| Participation rate | 81.6% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 16.86% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,446 | $2,966-51.2% | $4,696-69.2% | $2,343-38.3% |
| Participant deferral / active EE | $5,971 | $5,051+18.2% | $6,247-4.4% | $3,332+79.2% |
| Admin fee / account holder | $1,229 | $5,421-77.3% | $9,244-86.7% | $4,645-73.5% |