Filed September 8, 2021
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $14,531 | $86,050-83.1% | $189,758-92.3% | $94,015-84.5% |
| Participation rate | 88.7% | 68.9%+19.8pp | 79.8%+8.9pp | 70.8%+17.9pp |
| Annual return | 10.83% | 17.77%-6.9pp | 52.62%-41.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $1,210 | $2,819-57.1% | $4,767-74.6% | $2,790-56.6% |
| Participant deferral / active EE | $615 | $3,349-81.6% | $5,856-89.5% | $4,249-85.5% |
| Admin fee / account holder | $841 | $6,627-87.3% | $20,388-95.9% | $8,951-90.6% |