Filed January 22, 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.
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 | $45,904 | $175,257-73.8% | $149,717-69.3% | $139,456-67.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | -5.26% | 166.70%-172.0pp | 134.41%-139.7pp | 373.45%-378.7pp |
| Employer contribution / active EE | $2,726 | $5,477-50.2% | $4,820-43.4% | $4,753-42.6% |
| Participant deferral / active EE | $8,162 | $6,521+25.2% | $5,682+43.7% | $6,711+21.6% |
| Admin fee / account holder | $4,803 | $16,156-70.3% | $13,213-63.6% | $11,407-57.9% |