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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,866 | $65,440+133.6% | $98,506+55.2% | $85,851+78.1% |
| Participation rate | 83.8% | 65.0%+18.8pp | 73.3%+10.4pp | 69.3%+14.5pp |
| Annual return | 11.64% | 21.75%-10.1pp | 1494.92%-1483.3pp | 318.63%-307.0pp |
| Employer contribution / active EE | $12,715 | $2,169+486.2% | $2,961+329.4% | $2,565+395.6% |
| Participant deferral / active EE | $8,143 | $3,168+157.1% | $4,277+90.4% | $3,952+106.0% |
| Admin fee / account holder | $40,679 | $4,596+785.2% | $5,955+583.2% | $6,261+549.7% |