Filed November 3, 2022 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,677 | $32,037-41.7% | $69,182-73.0% | $62,881-70.3% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | -5.91% | 15.16%-21.1pp | -21.93%+16.0pp | 20.14%-26.1pp |
| Employer contribution / active EE | $3,182 | $679+368.5% | $1,206+163.8% | $2,281+39.5% |
| Participant deferral / active EE | $1,079 | $1,185-9.0% | $1,897-43.1% | $3,203-66.3% |
| Admin fee / account holder | $2,832 | $2,608+8.6% | $2,697+5.0% | $4,296-34.1% |