Filed February 5, 2021
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.
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 | $16,330 | $62,583-73.9% | $76,767-78.7% | $64,173-74.6% |
| Participation rate | 77.0% | 72.8%+4.2pp | 77.0%+0.1pp | 69.6%+7.5pp |
| Annual return | -10.21% | -1.95%-8.3pp | 2.43%-12.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,809 | $1,832-1.3% | $2,485-27.2% | $2,381-24.0% |
| Participant deferral / active EE | $2,558 | $3,145-18.7% | $3,852-33.6% | $3,470-26.3% |
| Admin fee / account holder | $564 | $4,667-87.9% | $6,675-91.6% | $4,887-88.5% |