Filed November 21, 2022 (most recent of 4 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.
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 | $51,709 | $64,719-20.1% | $112,249-53.9% | $68,486-24.5% |
| Participation rate | 51.0% | 67.2%-16.1pp | 75.1%-24.0pp | 67.9%-16.9pp |
| Annual return | -15.85% | -11.40%-4.5pp | 27.48%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,161 | $2,747-57.7% | $3,636-68.1% | $2,597-55.3% |
| Participant deferral / active EE | $3,437 | $3,565-3.6% | $4,729-27.3% | $4,028-14.7% |
| Admin fee / account holder | $2,614 | $5,232-50.0% | $6,412-59.2% | $5,404-51.6% |