Filed May 24, 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.
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 | $67,322 | $109,872-38.7% | $98,483-31.6% | $167,536-59.8% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 10.08% | 1959.31%-1949.2pp | 1494.38%-1484.3pp | 478.82%-468.7pp |
| Employer contribution / active EE | $6,368 | $3,225+97.5% | $2,961+115.1% | $4,839+31.6% |
| Participant deferral / active EE | $7,207 | $4,673+54.2% | $4,276+68.5% | $6,342+13.6% |
| Admin fee / account holder | $16,525 | $6,757+144.5% | $5,953+177.6% | $12,315+34.2% |