Filed March 8, 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 | $103,883 | $58,275+78.3% | $81,844+26.9% | $80,935+28.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.55% | 41.82%-26.3pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $10,702 | $2,346+356.2% | $2,916+267.0% | $2,757+288.2% |
| Participant deferral / active EE | $10,229 | $3,285+211.4% | $4,323+136.6% | $4,299+137.9% |
| Admin fee / account holder | $4,032 | $4,749-15.1% | $7,355-45.2% | $6,924-41.8% |