Filed May 28, 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,800 | $531,493-93.8% | $374,446-91.2% | $531,493-93.8% |
| Participation rate | 0.0% | 85.9%-85.9pp | 100.0%-100.0pp | 85.9%-85.9pp |
| Annual return | 14.97% | 9.82%+5.1pp | 17.62%-2.7pp | 9.82%+5.1pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $19,041-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $5,000-100.0% | $6,107-100.0% |
| Admin fee / account holder | $9,004 | $42,466-78.8% | $2,596+246.8% | $42,466-78.8% |