Filed January 31, 2022 (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 | $41,394 | $41,3770% | $109,313-62.1% | $62,881-34.2% |
| Participation rate | 86.4% | 57.5%+28.9pp | 71.3%+15.2pp | 69.3%+17.1pp |
| Annual return | 6.00% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,946 | $1,276+209.3% | $3,892+1.4% | $2,281+73.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,218 | $2,884-57.8% | $5,666-78.5% | $4,296-71.7% |