Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,223 | $76,551-54.0% | $123,894-71.6% | $62,881-44.0% |
| Participation rate | 39.7% | 73.0%-33.3pp | 81.4%-41.7pp | 69.3%-29.6pp |
| Annual return | 5.00% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,475 | $2,882-48.8% | $4,617-68.0% | $2,281-35.3% |
| Participant deferral / active EE | $2,807 | $4,840-42.0% | $5,984-53.1% | $3,203-12.4% |
| Admin fee / account holder | $393 | $4,826-91.9% | $8,357-95.3% | $4,296-90.9% |