Filed February 14, 2023 (most recent of 2 filings on file)
Total covered: 9 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,180 | $80,731+6.7% | $103,378-16.6% | $74,400+15.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 16.74% | 27.56%-10.8pp | 24.91%-8.2pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $7,195 | $3,159+127.7% | $3,870+85.9% | $2,624+174.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4,495 | $2,369+89.7% | $8,401-46.5% | $1,944+131.3% |