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.
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 | $78,690-81.5% | $161,489-91.0% | $87,485-83.4% |
| Participation rate | 88.7% | 67.5%+21.2pp | 78.7%+10.0pp | 68.9%+19.8pp |
| Annual return | 10.83% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,210 | $2,588-53.3% | $4,268-71.7% | $2,596-53.4% |
| Participant deferral / active EE | $615 | $3,311-81.4% | $5,630-89.1% | $4,274-85.6% |
| Admin fee / account holder | $841 | $6,724-87.5% | $16,006-94.7% | $7,775-89.2% |