Filed April 15, 2022 (most recent of 3 filings on file)
Total covered: 17 employees
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 | $32,279 | $82,028-60.6% | $123,105-73.8% | $59,633-45.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.50% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,522 | $3,297-23.5% | $5,151-51.0% | $2,203+14.5% |
| Participant deferral / active EE | $1,099 | $4,667-76.5% | $6,229-82.4% | $3,192-65.6% |
| Admin fee / account holder | $698 | $5,879-88.1% | $9,014-92.3% | $4,297-83.7% |