Filed March 13, 2024 (most recent of 2 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.
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 | $97,293 | $153,769-36.7% | $133,975-27.4% | $273,972-64.5% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.1%-4.5pp | 83.0%-0.4pp |
| Annual return | 4.41% | 36.51%-32.1pp | 29.29%-24.9pp | 41.46%-37.0pp |
| Employer contribution / active EE | $3,308 | $6,029-45.1% | $5,211-36.5% | $4,869-32.1% |
| Participant deferral / active EE | $2,250 | $6,958-67.7% | $6,282-64.2% | $5,287-57.4% |
| Admin fee / account holder | $5,619 | $11,765-52.2% | $9,324-39.7% | $10,133-44.5% |