Filed November 15, 2022 (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 | $29,854 | $43,423-31.2% | $78,676-62.1% | $55,167-45.9% |
| Participation rate | 95.1% | 68.0%+27.1pp | 73.6%+21.6pp | 69.0%+26.1pp |
| Annual return | 8.30% | 11.53%-3.2pp | 62.19%-53.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,180 | $1,997-40.9% | $2,850-58.6% | $1,963-39.9% |
| Participant deferral / active EE | $1,866 | $2,509-25.6% | $3,517-46.9% | $3,054-38.9% |
| Admin fee / account holder | $587 | $416+41.0% | $4,510-87.0% | $504+16.5% |