Filed May 11, 2022 (most recent of 4 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.
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 | $50,912 | $181,895-72.0% | $156,551-67.5% | $273,973-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.87% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $21,844 | $5,550+293.6% | $4,871+348.5% | $5,287+313.1% |
| Admin fee / account holder | $19,692 | $15,560+26.6% | $13,028+51.1% | $10,133+94.3% |