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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,029 | $60,139+373.9% | $90,461+215.1% | $79,856+256.9% |
| Participation rate | 91.5% | 65.0%+26.5pp | 72.7%+18.8pp | 69.6%+21.8pp |
| Annual return | 9.79% | 71.96%-62.2pp | 1294.76%-1285.0pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,692 | $2,939+195.8% | $3,964+119.3% | $3,741+132.4% |
| Admin fee / account holder | $32,488 | $3,978+716.6% | $5,617+478.4% | $5,306+512.2% |