Filed September 30, 2022 (most recent of 3 filings on file)
Total covered: 3 employees
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,552 | $143,969+27.5% | $199,883-8.2% | $82,637+122.1% |
| Participation rate | 93.9% | 84.1%+9.8pp | 86.8%+7.1pp | 68.1%+25.8pp |
| Annual return | 12.11% | 25.67%-13.6pp | 43.81%-31.7pp | 53.51%-41.4pp |
| Employer contribution / active EE | $6,899 | $4,632+48.9% | $6,261+10.2% | $2,552+170.3% |
| Participant deferral / active EE | $7,983 | $6,937+15.1% | $9,138-12.6% | $4,126+93.5% |
| Admin fee / account holder | $31,725 | $14,597+117.3% | $17,268+83.7% | $7,339+332.3% |