Filed December 9, 2021 (most recent of 3 filings on file)
Total covered: 3 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,413 | $101,778+50.7% | $164,975-7.0% | $80,925+89.6% |
| Participation rate | 63.0% | 71.8%-8.9pp | 78.6%-15.7pp | 67.7%-4.7pp |
| Annual return | 15.54% | 16.73%-1.2pp | 70.12%-54.6pp | 35.65%-20.1pp |
| Employer contribution / active EE | $433 | $2,954-85.4% | $4,343-90.0% | $2,756-84.3% |
| Participant deferral / active EE | $3,318 | $4,477-25.9% | $6,033-45.0% | $4,299-22.8% |
| Admin fee / account holder | $5,698 | $8,221-30.7% | $12,688-55.1% | $6,940-17.9% |