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 6-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.
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 | $63,151 | $41,377+52.6% | $109,313-42.2% | $62,881+0.4% |
| Participation rate | 33.3% | 57.5%-24.2pp | 71.3%-37.9pp | 69.3%-36.0pp |
| Annual return | 6.03% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,105 | $2,045+3.0% | $3,166-33.5% | $3,203-34.3% |
| Admin fee / account holder | $4,826 | $2,884+67.3% | $5,666-14.8% | $4,296+12.3% |