Filed November 20, 2024 (most recent of 7 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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,408 | $102,382+268.6% | $147,005+156.7% | $80,874+366.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 9.30% | 134.89%-125.6pp | 418.76%-409.5pp | 35.62%-26.3pp |
| Employer contribution / active EE | $30,885 | $3,715+731.4% | $4,934+525.9% | $2,756+1020.8% |
| Participant deferral / active EE | $17,542 | $6,646+163.9% | $8,070+117.4% | $4,297+308.2% |
| Admin fee / account holder | $64,679 | $7,942+714.4% | $13,006+397.3% | $6,935+832.6% |