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 | $145,277 | $84,741+71.4% | $75,731+91.8% | $167,553-13.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.70% | 199.72%-183.0pp | 104.65%-87.9pp | 478.89%-462.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $13,419 | $4,577+193.2% | $3,820+251.3% | $6,343+111.6% |
| Admin fee / account holder | $2,527 | $5,361-52.9% | $3,620-30.2% | $12,316-79.5% |