Filed July 5, 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 | $113,755 | $125,797-9.6% | $170,057-33.1% | $75,177+51.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.68% | 27.20%-12.5pp | 53.42%-38.7pp | 160.75%-146.1pp |
| Employer contribution / active EE | $4,753 | $4,616+3.0% | $6,790-30.0% | $2,671+77.9% |
| Participant deferral / active EE | $6,096 | $6,838-10.9% | $10,411-41.4% | $4,126+47.7% |
| Admin fee / account holder | $15,140 | $8,177+85.2% | $12,826+18.0% | $5,651+167.9% |