Filed March 15, 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.
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 | $124,790 | $181,896-31.4% | $156,551-20.3% | $273,972-54.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.71% | 30.74%-28.0pp | 32.23%-29.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $6,489 | $6,248+3.9% | $5,501+17.9% | $4,869+33.3% |
| Participant deferral / active EE | $4,610 | $5,550-16.9% | $4,871-5.4% | $5,287-12.8% |
| Admin fee / account holder | $2,146 | $15,560-86.2% | $13,028-83.5% | $10,133-78.8% |