Filed October 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,621 | $47,479-48.1% | $62,929-60.9% | $82,448-70.1% |
| Participation rate | 55.6% | 66.9%-11.3pp | 73.1%-17.6pp | 68.1%-12.5pp |
| Annual return | 9.54% | 20.34%-10.8pp | 1063.93%-1054.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | -$3 | $1,885-100.1% | $2,505-100.1% | $2,551-100.1% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,451 | $3,804-61.9% | $5,065-71.4% | $7,234-79.9% |