Filed May 19, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,326 | $45,126-81.5% | $85,187-90.2% | $74,459-88.8% |
| Participation rate | 99.2% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 47.01% | 26.30%+20.7pp | 66.67%-19.7pp | 1369.70%-1322.7pp |
| Employer contribution / active EE | $1,973 | $1,460+35.1% | $2,732-27.8% | $2,626-24.9% |
| Participant deferral / active EE | $2,978 | $2,738+8.8% | $4,525-34.2% | $4,350-31.5% |
| Admin fee / account holder | $1,172 | $2,212-47.0% | $6,162-81.0% | $1,945-39.8% |