Filed December 23, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,476 | $51,638+158.5% | $68,368+95.2% | $82,448+61.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 4.25% | 37.53%-33.3pp | 292.57%-288.3pp | 41.64%-37.4pp |
| Employer contribution / active EE | $8,830 | $2,047+331.4% | $2,649+233.3% | $2,551+246.1% |
| Participant deferral / active EE | $8,737 | $2,914+199.9% | $4,123+111.9% | $4,139+111.1% |
| Admin fee / account holder | $38,655 | $4,643+732.5% | $5,150+650.6% | $7,234+434.3% |