Filed November 23, 2021 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,957 | $53,128-36.1% | $86,582-60.8% | $70,126-51.6% |
| Participation rate | 81.6% | 65.3%+16.3pp | 73.5%+8.1pp | 69.5%+12.1pp |
| Annual return | 14.15% | 27.66%-13.5pp | 965.08%-950.9pp | 73.15%-59.0pp |
| Employer contribution / active EE | $2,042 | $2,068-1.2% | $2,839-28.1% | $2,343-12.8% |
| Participant deferral / active EE | $3,941 | $2,695+46.2% | $3,609+9.2% | $3,332+18.3% |
| Admin fee / account holder | $3,016 | $3,584-15.8% | $4,904-38.5% | $4,645-35.1% |