Filed May 13, 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 | $125,262 | $70,366+78.0% | $66,674+87.9% | $138,895-9.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 3.51% | 386.41%-382.9pp | 321.24%-317.7pp | 145.39%-141.9pp |
| Employer contribution / active EE | $6,717 | $2,765+142.9% | $2,620+156.4% | $4,194+60.2% |
| Participant deferral / active EE | $14,813 | $4,374+238.7% | $4,084+262.7% | $6,396+131.6% |
| Admin fee / account holder | $11,672 | $5,262+121.8% | $5,098+128.9% | $12,562-7.1% |