Filed January 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,322 | $52,678+33.5% | $75,784-7.2% | $59,633+17.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.65% | 2.95%-6.6pp | 9.68%-13.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $7,813 | $2,193+256.2% | $3,323+135.1% | $2,203+254.7% |
| Participant deferral / active EE | $4,500 | $2,591+73.7% | $3,652+23.2% | $3,192+41.0% |
| Admin fee / account holder | $8,008 | $3,610+121.8% | $5,300+51.1% | $4,297+86.4% |