Filed March 2, 2022 (most recent of 4 filings on file)
Total covered: 14 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,857 | $69,977+54.1% | $108,582-0.7% | $62,881+71.5% |
| Participation rate | 90.4% | 72.9%+17.5pp | 79.6%+10.8pp | 69.3%+21.1pp |
| Annual return | 4.75% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,400 | $2,135+12.4% | $3,758-36.1% | $2,281+5.2% |
| Participant deferral / active EE | $6,757 | $3,165+113.5% | $4,311+56.7% | $3,203+111.0% |
| Admin fee / account holder | $5,167 | $5,076+1.8% | $7,645-32.4% | $4,296+20.3% |