Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,275 | $43,730-37.6% | $121,220-77.5% | $64,173-57.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -4.56% | 68.94%-73.5pp | 16.94%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,192 | $1,297-8.1% | $4,023-70.4% | $2,381-49.9% |
| Participant deferral / active EE | $1,755 | $2,281-23.0% | $3,345-47.5% | $3,470-49.4% |
| Admin fee / account holder | $6,189 | $3,502+76.7% | $5,021+23.3% | $4,887+26.6% |