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 | $80,748+6.7% | $102,383-15.8% | $74,429+15.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 16.74% | 27.57%-10.8pp | 24.94%-8.2pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $7,195 | $3,159+127.7% | $3,870+85.9% | $2,625+174.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4,495 | $2,371+89.6% | $8,391-46.4% | $1,944+131.2% |