Filed October 25, 2023 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,441 | $93,598-50.4% | $135,974-65.8% | $75,173-38.2% |
| Participation rate | 50.5% | 75.2%-24.7pp | 81.9%-31.4pp | 67.2%-16.7pp |
| Annual return | 20.51% | 30.89%-10.4pp | 68.30%-47.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,291 | $3,538-63.5% | $4,859-73.4% | $2,671-51.7% |
| Participant deferral / active EE | $2,296 | $6,405-64.2% | $7,760-70.4% | $4,126-44.4% |
| Admin fee / account holder | $2,363 | $6,978-66.1% | $10,767-78.1% | $5,651-58.2% |