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 | $114,944 | $57,305+100.6% | $86,640+32.7% | $75,173+52.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -7.26% | 2674.24%-2681.5pp | 592.52%-599.8pp | 160.72%-168.0pp |
| Employer contribution / active EE | $9,153 | $2,316+295.2% | $3,024+202.7% | $2,671+242.7% |
| Participant deferral / active EE | $11,536 | $3,320+247.5% | $4,438+159.9% | $4,126+179.6% |
| Admin fee / account holder | $434 | $4,116-89.5% | $5,616-92.3% | $5,651-92.3% |