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 | $35,561 | $46,534-23.6% | $64,097-44.5% | $75,177-52.7% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 7.92% | 26.07%-18.2pp | 33.75%-25.8pp | 160.75%-152.8pp |
| Employer contribution / active EE | $4,311 | $1,976+118.2% | $2,750+56.8% | $2,671+61.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,069 | $2,957-30.0% | $3,070-32.6% | $5,651-63.4% |