Filed June 13, 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 | $65,586 | $125,797-47.9% | $170,043-61.4% | $75,173-12.8% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.0%+11.1pp | 67.2%+30.9pp |
| Annual return | 10.00% | 27.20%-17.2pp | 53.40%-43.4pp | 160.72%-150.7pp |
| Employer contribution / active EE | $2,138 | $4,616-53.7% | $6,790-68.5% | $2,671-19.9% |
| Participant deferral / active EE | $3,831 | $6,838-44.0% | $10,410-63.2% | $4,126-7.2% |
| Admin fee / account holder | $17,416 | $8,177+113.0% | $12,824+35.8% | $5,651+208.2% |