Filed February 14, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,524 | $77,817-90.3% | $123,553-93.9% | $64,173-88.3% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -10.66% | 12.49%-23.1pp | 119.21%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,342 | $3,014-22.3% | $4,628-49.4% | $2,381-1.6% |
| Participant deferral / active EE | $2,813 | $5,240-46.3% | $6,426-56.2% | $3,470-18.9% |
| Admin fee / account holder | $320 | $5,519-94.2% | $9,284-96.6% | $4,887-93.4% |