Filed November 28, 2022 (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 4-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 | $229,207 | $125,797+82.2% | $170,043+34.8% | $75,173+204.9% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 9.86% | 27.20%-17.3pp | 53.40%-43.5pp | 160.72%-150.9pp |
| Employer contribution / active EE | $10,016 | $4,616+117.0% | $6,790+47.5% | $2,671+275.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,509 | $8,177+126.4% | $12,824+44.3% | $5,651+227.6% |