Filed December 1, 2021 (most recent of 3 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 | $105,849 | $87,106+21.5% | $105,607+0.2% | $80,935+30.8% |
| Participation rate | 84.9% | 70.4%+14.5pp | 75.3%+9.7pp | 67.7%+17.3pp |
| Annual return | 14.92% | 17.01%-2.1pp | 116.11%-101.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,273 | $3,986+7.2% | $5,011-14.7% | $4,299-0.6% |
| Admin fee / account holder | $4,162 | $8,447-50.7% | $10,958-62.0% | $6,924-39.9% |