Filed January 13, 2021 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,122 | $65,712+18.9% | $57,196+36.6% | $273,972-71.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.96% | 22.01%-12.0pp | 14.59%-4.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,646 | $3,782+207.9% | $3,096+276.1% | $5,287+120.3% |
| Admin fee / account holder | $2,353 | $4,838-51.4% | $3,141-25.1% | $10,133-76.8% |