Filed September 18, 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.)
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 | $140,264 | $211,105-33.6% | $178,449-21.4% | $145,978-3.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.32% | 30.19%-22.9pp | 27.09%-19.8pp | 550.52%-543.2pp |
| Employer contribution / active EE | $2,695 | $4,569-41.0% | $3,951-31.8% | $4,662-42.2% |
| Participant deferral / active EE | $7,319 | $6,959+5.2% | $6,277+16.6% | $6,690+9.4% |
| Admin fee / account holder | $2,365 | $12,017-80.3% | $10,362-77.2% | $13,400-82.4% |