Filed April 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,876 | $98,766-26.2% | $149,730-51.3% | $79,852-8.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.85% | 27.43%-17.6pp | 276.70%-266.9pp | 31.72%-21.9pp |
| Employer contribution / active EE | $2,470 | $3,217-23.2% | $4,645-46.8% | $2,4710% |
| Participant deferral / active EE | $6,079 | $5,681+7.0% | $6,843-11.2% | $3,740+62.5% |
| Admin fee / account holder | $19,903 | $6,052+228.9% | $9,310+113.8% | $5,306+275.1% |