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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,399 | $123,793+34.4% | $177,848-6.4% | $79,856+108.4% |
| Participation rate | 90.8% | 84.7%+6.1pp | 87.7%+3.1pp | 69.6%+21.1pp |
| Annual return | 8.80% | 22.82%-14.0pp | 48.33%-39.5pp | 31.71%-22.9pp |
| Employer contribution / active EE | $7,204 | $4,095+75.9% | $5,919+21.7% | $2,471+191.5% |
| Participant deferral / active EE | $6,374 | $5,956+7.0% | $7,714-17.4% | $3,741+70.4% |
| Admin fee / account holder | $3,735 | $7,243-48.4% | $12,431-70.0% | $5,306-29.6% |