Filed January 22, 2024 (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.)
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 | $89,520 | $125,797-28.8% | $170,057-47.4% | $75,177+19.1% |
| Participation rate | 86.8% | 83.6%+3.2pp | 87.0%-0.2pp | 67.2%+19.6pp |
| Annual return | 22.82% | 27.20%-4.4pp | 53.42%-30.6pp | 160.75%-137.9pp |
| Employer contribution / active EE | $2,215 | $4,616-52.0% | $6,790-67.4% | $2,671-17.1% |
| Participant deferral / active EE | $10,298 | $6,838+50.6% | $10,411-1.1% | $4,126+149.6% |
| Admin fee / account holder | $4,287 | $8,177-47.6% | $12,826-66.6% | $5,651-24.1% |