Filed January 31, 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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,410 | $100,033-67.6% | $149,716-78.4% | $70,124-53.8% |
| Participation rate | 76.4% | 83.6%-7.2pp | 87.1%-10.7pp | 69.5%+6.9pp |
| Annual return | 16.73% | 27.43%-10.7pp | 1501.67%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $846 | $3,661-76.9% | $5,444-84.5% | $2,342-63.9% |
| Participant deferral / active EE | $2,426 | $4,982-51.3% | $6,568-63.1% | $3,332-27.2% |
| Admin fee / account holder | $3,786 | $8,285-54.3% | $11,282-66.4% | $4,645-18.5% |