Filed December 4, 2020 (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 | $111,072 | $49,177+125.9% | $79,467+39.8% | $64,173+73.1% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.3%+17.8pp | 69.6%+21.5pp |
| Annual return | -4.96% | -1.16%-3.8pp | 718.30%-723.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $12,006 | $2,076+478.3% | $2,800+328.8% | $2,381+404.3% |
| Participant deferral / active EE | $6,355 | $2,821+125.3% | $3,704+71.6% | $3,470+83.2% |
| Admin fee / account holder | $21,073 | $3,839+448.9% | $5,104+312.9% | $4,887+331.2% |