Filed January 7, 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 10-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 | $229,159 | $60,139+281.0% | $90,461+153.3% | $79,856+187.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.32% | 71.96%-61.6pp | 1294.76%-1284.4pp | 31.71%-21.4pp |
| Employer contribution / active EE | $13,521 | $2,069+553.6% | $3,264+314.3% | $2,471+447.2% |
| Participant deferral / active EE | $5,117 | $2,939+74.1% | $3,964+29.1% | $3,741+36.8% |
| Admin fee / account holder | $34,378 | $3,978+764.2% | $5,617+512.1% | $5,306+547.9% |