Filed October 25, 2023 (most recent of 3 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,688 | $42,909+6.5% | $60,906-25.0% | $68,486-33.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.78% | -13.99%+3.2pp | 16.94%-27.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $3,103 | $1,979+56.8% | $2,703+14.8% | $2,597+19.5% |
| Participant deferral / active EE | $3,355 | $2,866+17.1% | $3,814-12.0% | $4,028-16.7% |
| Admin fee / account holder | $8,558 | $3,104+175.7% | $3,227+165.2% | $5,404+58.4% |