Filed August 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.)
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 | $21,673 | $103,000-79.0% | $90,300-76.0% | $152,885-85.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.48% | 95.19%-93.7pp | 78.11%-76.6pp | 345.39%-343.9pp |
| Employer contribution / active EE | $2,202 | $3,138-29.8% | $2,854-22.9% | $4,763-53.8% |
| Participant deferral / active EE | $3,575 | $4,281-16.5% | $3,884-8.0% | $5,851-38.9% |
| Admin fee / account holder | $749 | $6,173-87.9% | $5,353-86.0% | $11,598-93.5% |