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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $199,693 | $69,274+188.3% | $64,097+211.5% | $139,487+43.2% |
| Participation rate | 54.5% | 75.6%-21.1pp | 72.3%-17.8pp | 80.3%-25.8pp |
| Annual return | 20.76% | 46.00%-25.2pp | 33.75%-13.0pp | 373.84%-353.1pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,002 | $4,685+198.9% | $3,881+260.7% | $6,713+108.6% |
| Admin fee / account holder | $510 | $4,247-88.0% | $3,070-83.4% | $11,407-95.5% |