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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,401 | $35,183-39.2% | $73,550-70.9% | $70,126-69.5% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 12.86% | 26.90%-14.0pp | -15.16%+28.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $3,500 | $709+393.9% | $1,219+187.1% | $2,343+49.4% |
| Participant deferral / active EE | $1,356 | $1,220+11.1% | $1,804-24.9% | $3,332-59.3% |
| Admin fee / account holder | $765 | $2,302-66.8% | $2,320-67.0% | $4,645-83.5% |