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 | $354,655 | $105,200+237.1% | $159,474+122.4% | $85,847+313.1% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.8%+9.3pp | 69.3%+22.8pp |
| Annual return | 7.65% | 45.08%-37.4pp | 263.68%-256.0pp | 318.61%-311.0pp |
| Employer contribution / active EE | $23,387 | $3,319+604.7% | $4,831+384.1% | $2,565+811.6% |
| Participant deferral / active EE | $5,525 | $5,946-7.1% | $7,353-24.9% | $3,952+39.8% |
| Admin fee / account holder | $47,125 | $6,934+579.6% | $10,802+336.2% | $6,261+652.7% |