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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,787 | $85,766-36.1% | $136,298-59.8% | $70,126-21.9% |
| Participation rate | 44.6% | 74.2%-29.5pp | 81.9%-37.3pp | 69.5%-24.9pp |
| Annual return | 36.22% | 31.46%+4.8pp | 5156.27%-5120.0pp | 73.15%-36.9pp |
| Employer contribution / active EE | $1,575 | $2,966-46.9% | $4,696-66.5% | $2,343-32.8% |
| Participant deferral / active EE | $3,736 | $5,051-26.0% | $6,247-40.2% | $3,332+12.1% |
| Admin fee / account holder | $321 | $5,421-94.1% | $9,244-96.5% | $4,645-93.1% |