Filed June 10, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,221 | $109,344-46.8% | $89,400-34.9% | $158,950-63.4% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 3.35% | 345.73%-342.4pp | 245.64%-242.3pp | 302.91%-299.6pp |
| Employer contribution / active EE | $620 | $3,170-80.5% | $2,586-76.0% | $4,762-87.0% |
| Participant deferral / active EE | $1,530 | $4,599-66.7% | $3,890-60.7% | $5,983-74.4% |
| Admin fee / account holder | $3,292 | $6,154-46.5% | $4,882-32.6% | $11,248-70.7% |