Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 employees
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 | $93,550 | $123,793-24.4% | $177,848-47.4% | $79,856+17.1% |
| Participation rate | 84.1% | 84.7%-0.5pp | 87.7%-3.6pp | 69.6%+14.5pp |
| Annual return | 10.40% | 22.82%-12.4pp | 48.33%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,771 | $4,095-56.8% | $5,919-70.1% | $2,471-28.3% |
| Participant deferral / active EE | $2,908 | $5,956-51.2% | $7,714-62.3% | $3,741-22.3% |
| Admin fee / account holder | $5,993 | $7,243-17.3% | $12,431-51.8% | $5,306+12.9% |