Filed December 26, 2024 (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 | $62,799 | $89,370-29.7% | $141,197-55.5% | $72,976-13.9% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 18.11% | 111.88%-93.8pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $1,262 | $3,115-59.5% | $4,736-73.4% | $2,440-48.3% |
| Participant deferral / active EE | $4,187 | $5,419-22.7% | $6,710-37.6% | $3,608+16.1% |
| Admin fee / account holder | $3,548 | $5,957-40.4% | $10,265-65.4% | $5,124-30.8% |