Filed January 12, 2022 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,469 | $110,083-74.1% | $151,645-81.2% | $68,490-58.4% |
| Participation rate | 71.7% | 84.0%-12.2pp | 87.5%-15.8pp | 67.9%+3.8pp |
| Annual return | -17.34% | -10.12%-7.2pp | 3.34%-20.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,969 | $4,470-33.6% | $6,165-51.8% | $2,597+14.3% |
| Participant deferral / active EE | $4,044 | $6,526-38.0% | $8,363-51.6% | $4,028+0.4% |
| Admin fee / account holder | $492 | $7,718-93.6% | $11,614-95.8% | $5,403-90.9% |