Filed March 18, 2022
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.)
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 | $34,817 | $66,124-47.3% | $90,461-61.5% | $73,497-52.6% |
| Participation rate | 92.7% | 69.7%+23.0pp | 72.7%+20.0pp | 70.7%+22.0pp |
| Annual return | 12.40% | 17.65%-5.3pp | 1294.76%-1282.4pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,105 | $2,346-52.9% | $3,264-66.1% | $2,270-51.3% |
| Participant deferral / active EE | $1,748 | $3,039-42.5% | $3,964-55.9% | $3,740-53.3% |
| Admin fee / account holder | $3,781 | $396+854.4% | $5,617-32.7% | $513+637.0% |