Filed November 4, 2020 (most recent of 2 filings on file)
Total covered: 2 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.
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 | $129,726 | $149,446-13.2% | $256,809-49.5% | $94,015+38.0% |
| Participation rate | 80.2% | 85.3%-5.1pp | 88.5%-8.3pp | 70.8%+9.4pp |
| Annual return | 14.27% | 17.55%-3.3pp | 32.73%-18.5pp | 17.84%-3.6pp |
| Employer contribution / active EE | $3,807 | $4,596-17.2% | $7,263-47.6% | $2,790+36.4% |
| Participant deferral / active EE | $2,944 | $6,491-54.6% | $9,520-69.1% | $4,249-30.7% |
| Admin fee / account holder | $9,276 | $24,035-61.4% | $25,146-63.1% | $8,951+3.6% |