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 | $20,081 | $32,117-37.5% | $71,089-71.8% | $64,173-68.7% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | 9.15% | -5.57%+14.7pp | 650.65%-641.5pp | 7.63%+1.5pp |
| Employer contribution / active EE | $3,415 | $712+379.5% | $1,088+213.9% | $2,381+43.4% |
| Participant deferral / active EE | $1,838 | $1,263+45.6% | $1,873-1.8% | $3,470-47.0% |
| Admin fee / account holder | $3,793 | $2,759+37.5% | $3,082+23.0% | $4,887-22.4% |