Filed October 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,796 | $110,083-79.3% | $151,645-85.0% | $68,490-66.7% |
| Participation rate | 97.6% | 84.0%+13.6pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -13.63% | -10.12%-3.5pp | 3.34%-17.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,765 | $4,470-60.5% | $6,165-71.4% | $2,597-32.0% |
| Participant deferral / active EE | $2,128 | $6,526-67.4% | $8,363-74.6% | $4,028-47.2% |
| Admin fee / account holder | $2,061 | $7,718-73.3% | $11,614-82.3% | $5,403-61.9% |