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 | $255,145 | $65,440+289.9% | $98,506+159.0% | $85,851+197.2% |
| Participation rate | 91.2% | 65.0%+26.2pp | 73.3%+17.8pp | 69.3%+21.9pp |
| Annual return | 7.46% | 21.75%-14.3pp | 1494.92%-1487.5pp | 318.63%-311.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,131 | $3,168+188.2% | $4,277+113.5% | $3,952+131.0% |
| Admin fee / account holder | $161,250 | $4,596+3408.8% | $5,955+2608.0% | $6,261+2475.5% |