Filed July 8, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,957 | $140,592-68.7% | $123,105-64.3% | $125,389-64.9% |
| Participation rate | 81.8% | 88.2%-6.4pp | 86.8%-5.0pp | 83.2%-1.4pp |
| Annual return | 0.21% | 16.80%-16.6pp | 13.22%-13.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,301 | $11,198-25.9% | $9,014-7.9% | $9,541-13.0% |