Filed May 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,744 | $47,479-20.5% | $62,929-40.0% | $82,448-54.2% |
| Participation rate | 80.3% | 66.9%+13.5pp | 73.1%+7.2pp | 68.1%+12.3pp |
| Annual return | 8.68% | 20.34%-11.7pp | 1063.93%-1055.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $3,148 | $1,885+66.9% | $2,505+25.7% | $2,551+23.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,560 | $3,804-6.4% | $5,065-29.7% | $7,234-50.8% |