Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,410 | $77,816+53.5% | $123,549-3.4% | $64,181+86.1% |
| Participation rate | 65.6% | 74.7%-9.1pp | 82.3%-16.7pp | 69.6%-4.0pp |
| Annual return | -4.34% | 12.49%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,169 | $5,240-20.4% | $6,426-35.1% | $3,470+20.1% |
| Admin fee / account holder | $4,371 | $5,519-20.8% | $9,284-52.9% | $4,887-10.6% |