Filed April 22, 2021 (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.
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 | $61,756 | $82,028-24.7% | $123,105-49.8% | $59,633+3.6% |
| Participation rate | 94.8% | 83.2%+11.6pp | 86.8%+8.0pp | 68.7%+26.2pp |
| Annual return | -0.48% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,803 | $3,297-15.0% | $5,151-45.6% | $2,203+27.3% |
| Participant deferral / active EE | $2,295 | $4,667-50.8% | $6,229-63.2% | $3,192-28.1% |
| Admin fee / account holder | $7,285 | $5,879+23.9% | $9,014-19.2% | $4,297+69.5% |