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 | $16,992 | $43,075-60.6% | $74,577-77.2% | $62,881-73.0% |
| Participation rate | 26.5% | 58.1%-31.6pp | 68.1%-41.6pp | 69.3%-42.8pp |
| Annual return | 13.15% | 17.50%-4.4pp | 20.47%-7.3pp | 20.14%-7.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $432 | $2,389-81.9% | $3,458-87.5% | $3,203-86.5% |
| Admin fee / account holder | $690 | $2,840-75.7% | $4,138-83.3% | $4,296-83.9% |