Filed December 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,407 | $113,935-27.7% | $94,224-12.5% | $125,393-34.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.57% | 5.29%-8.9pp | 10.68%-14.3pp | 282.23%-285.8pp |
| Employer contribution / active EE | $3,567 | $4,727-24.5% | $3,587-0.5% | $4,866-26.7% |
| Participant deferral / active EE | $6,774 | $5,179+30.8% | $4,320+56.8% | $5,351+26.6% |
| Admin fee / account holder | $3,888 | $8,391-53.7% | $6,269-38.0% | $9,541-59.2% |