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 | $308,768 | $105,200+193.5% | $159,474+93.6% | $85,847+259.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.01% | 45.08%-33.1pp | 263.68%-251.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $25,415 | $3,319+665.8% | $4,831+426.1% | $2,565+890.7% |
| Participant deferral / active EE | $16,313 | $5,946+174.4% | $7,353+121.8% | $3,952+312.8% |
| Admin fee / account holder | $52,766 | $6,934+660.9% | $10,802+388.5% | $6,261+742.8% |