Filed July 13, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,117 | $48,078+249.7% | $78,676+113.7% | $62,881+167.4% |
| Participation rate | 89.6% | 65.2%+24.4pp | 73.6%+16.0pp | 69.3%+20.3pp |
| Annual return | 2.45% | 31.36%-28.9pp | 62.19%-59.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $8,739 | $2,015+333.8% | $2,850+206.6% | $2,281+283.2% |
| Participant deferral / active EE | $6,107 | $2,587+136.1% | $3,517+73.7% | $3,203+90.7% |
| Admin fee / account holder | $1,387 | $3,206-56.7% | $4,510-69.2% | $4,296-67.7% |