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 | $29,104 | $125,758-76.9% | $170,004-82.9% | $75,173-61.3% |
| Participation rate | 95.3% | 83.6%+11.8pp | 87.0%+8.3pp | 67.2%+28.2pp |
| Annual return | 13.97% | 27.20%-13.2pp | 53.39%-39.4pp | 160.65%-146.7pp |
| Employer contribution / active EE | $1,755 | $4,615-62.0% | $6,786-74.1% | $2,670-34.3% |
| Participant deferral / active EE | $2,239 | $6,837-67.3% | $10,408-78.5% | $4,126-45.7% |
| Admin fee / account holder | $1,075 | $8,173-86.8% | $12,816-91.6% | $5,651-81.0% |