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.)
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 | $146,537 | $110,083+33.1% | $151,645-3.4% | $68,490+114.0% |
| Participation rate | 90.5% | 84.0%+6.6pp | 87.5%+3.0pp | 67.9%+22.6pp |
| Annual return | -4.96% | -10.12%+5.2pp | 3.34%-8.3pp | -7.85%+2.9pp |
| Employer contribution / active EE | $6,243 | $4,470+39.7% | $6,165+1.3% | $2,597+140.4% |
| Participant deferral / active EE | $7,785 | $6,526+19.3% | $8,363-6.9% | $4,028+93.3% |
| Admin fee / account holder | $2,787 | $7,718-63.9% | $11,614-76.0% | $5,403-48.4% |