Filed August 15, 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 | $17,041 | $90,486-81.2% | $78,676-78.3% | $273,972-93.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.67% | 75.62%-60.0pp | 62.19%-46.5pp | 41.46%-25.8pp |
| Employer contribution / active EE | $1,560 | $3,175-50.9% | $2,850-45.3% | $4,869-68.0% |
| Participant deferral / active EE | $3,845 | $3,901-1.5% | $3,517+9.3% | $5,287-27.3% |
| Admin fee / account holder | $5,330 | $5,263+1.3% | $4,510+18.2% | $10,133-47.4% |