Filed September 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,893 | $53,128+22.1% | $86,582-25.1% | $70,126-7.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.55% | 27.66%-17.1pp | 965.08%-954.5pp | 73.15%-62.6pp |
| Employer contribution / active EE | $7,881 | $2,068+281.1% | $2,839+177.6% | $2,343+236.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $616 | $3,584-82.8% | $4,904-87.4% | $4,645-86.7% |