Filed April 25, 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.
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.)
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 | $79,589 | $110,083-27.7% | $151,639-47.5% | $68,486+16.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -16.79% | -10.12%-6.7pp | 3.34%-20.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,000 | $4,470-55.3% | $6,165-67.6% | $2,597-23.0% |
| Participant deferral / active EE | $1,837 | $6,526-71.9% | $8,363-78.0% | $4,028-54.4% |
| Admin fee / account holder | $589 | $7,718-92.4% | $11,613-94.9% | $5,404-89.1% |