Filed July 24, 2020 (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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,068 | $71,192-64.8% | $117,861-78.7% | $62,293-59.8% |
| Participation rate | 89.2% | 74.2%+15.0pp | 79.7%+9.5pp | 69.5%+19.7pp |
| Annual return | 19.71% | 18.66%+1.1pp | 335.11%-315.4pp | 28.90%-9.2pp |
| Employer contribution / active EE | $411 | $1,934-78.8% | $3,786-89.2% | $2,042-79.9% |
| Participant deferral / active EE | $2,443 | $3,189-23.4% | $4,482-45.5% | $3,169-22.9% |
| Admin fee / account holder | $533 | $587-9.2% | $8,021-93.4% | $479+11.2% |