Filed May 21, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,253 | $95,406-75.6% | $185,849-87.5% | $85,847-72.9% |
| Participation rate | 31.7% | 68.8%-37.1pp | 81.7%-50.0pp | 69.3%-37.6pp |
| Annual return | 15.75% | 23.59%-7.8pp | 122.10%-106.3pp | 318.61%-302.9pp |
| Employer contribution / active EE | $607 | $3,314-81.7% | $5,169-88.3% | $2,565-76.3% |
| Participant deferral / active EE | $1,674 | $3,424-51.1% | $5,569-69.9% | $3,952-57.6% |
| Admin fee / account holder | $3,345 | $7,214-53.6% | $16,244-79.4% | $6,261-46.6% |