Filed November 5, 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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,961 | $94,529-78.9% | $140,019-85.7% | $64,173-68.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.45% | 7.77%-13.2pp | 651.17%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,070 | $3,812-45.7% | $5,605-63.1% | $2,381-13.0% |
| Participant deferral / active EE | $987 | $5,250-81.2% | $6,927-85.7% | $3,470-71.5% |
| Admin fee / account holder | $944 | $6,741-86.0% | $10,705-91.2% | $4,887-80.7% |