Filed January 12, 2022 (most recent of 2 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.
Employer 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 | $76,668 | $153,769-50.1% | $133,975-42.8% | $273,972-72.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.36% | 36.51%-30.2pp | 29.29%-22.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,094 | $6,029-81.9% | $5,211-79.0% | $4,869-77.5% |
| Participant deferral / active EE | $2,562 | $6,958-63.2% | $6,282-59.2% | $5,287-51.5% |
| Admin fee / account holder | $3,194 | $11,765-72.9% | $9,324-65.7% | $10,133-68.5% |