Filed November 19, 2020 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,604 | $82,028-21.2% | $123,105-47.5% | $59,633+8.3% |
| Participation rate | 76.9% | 83.2%-6.3pp | 86.8%-9.9pp | 68.7%+8.3pp |
| Annual return | 23.74% | 5.12%+18.6pp | 13.22%+10.5pp | 2041.45%-2017.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,354 | $4,667+14.7% | $6,229-14.0% | $3,192+67.8% |
| Admin fee / account holder | $1,593 | $5,879-72.9% | $9,014-82.3% | $4,297-62.9% |