Filed December 9, 2022 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,069 | $76,551+261.9% | $123,894+123.6% | $62,881+340.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.32% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $22,478 | $2,882+679.8% | $4,617+386.9% | $2,281+885.5% |
| Participant deferral / active EE | $3,367 | $4,840-30.4% | $5,984-43.7% | $3,203+5.1% |
| Admin fee / account holder | $11,571 | $4,826+139.8% | $8,357+38.5% | $4,296+169.4% |