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 | $188,825 | $108,825+73.5% | $156,181+20.9% | $82,448+129.0% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.1pp | 68.1%-7.4pp |
| Annual return | 18.18% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $420 | $2,870-85.4% | $4,294-90.2% | $2,551-83.6% |
| Participant deferral / active EE | $2,871 | $4,577-37.3% | $6,132-53.2% | $4,139-30.6% |
| Admin fee / account holder | $7,144 | $9,341-23.5% | $14,586-51.0% | $7,234-1.2% |