Filed November 23, 2021 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,304 | $45,126-12.9% | $85,187-53.9% | $74,459-47.2% |
| Participation rate | 9.7% | 49.4%-39.7pp | 67.5%-57.8pp | 67.2%-57.5pp |
| Annual return | 25.92% | 26.30%-0.4pp | 66.67%-40.7pp | 1369.70%-1343.8pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $291 | $2,738-89.4% | $4,525-93.6% | $4,350-93.3% |
| Admin fee / account holder | $11,975 | $2,212+441.4% | $6,162+94.3% | $1,945+515.7% |