Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,189 | $109,620-77.9% | $148,496-83.7% | $94,015-74.3% |
| Participation rate | 68.8% | 71.3%-2.5pp | 76.0%-7.3pp | 70.8%-2.1pp |
| Annual return | -2.51% | 17.54%-20.0pp | 12.33%-14.8pp | 17.84%-20.4pp |
| Employer contribution / active EE | $2,792 | $2,618+6.6% | $3,497-20.2% | $2,790+0.1% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,150 | $10,050-88.6% | $19,547-94.1% | $8,951-87.1% |