Filed March 22, 2022 (most recent of 5 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 | $242,261 | $157,304+54.0% | $141,197+71.6% | $152,909+58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.90% | 64.34%-40.4pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $11,089 | $5,263+110.7% | $4,736+134.1% | $4,764+132.8% |
| Participant deferral / active EE | $11,899 | $7,111+67.3% | $6,710+77.3% | $5,851+103.3% |
| Admin fee / account holder | $2,745 | $12,126-77.4% | $10,265-73.3% | $11,601-76.3% |