Filed March 3, 2022 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,131 | $212,386+1.3% | $199,883+7.6% | $138,895+54.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.16% | 47.75%-33.6pp | 43.81%-29.6pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,977 | $6,625-40.0% | $6,261-36.5% | $4,194-5.2% |
| Participant deferral / active EE | $14,595 | $9,617+51.8% | $9,138+59.7% | $6,396+128.2% |
| Admin fee / account holder | $6,604 | $18,233-63.8% | $17,268-61.8% | $12,562-47.4% |