Filed May 17, 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 | $54,240 | $71,878-24.5% | $86,698-37.4% | $68,486-20.8% |
| Participation rate | 84.3% | 72.2%+12.0pp | 76.6%+7.7pp | 67.9%+16.4pp |
| Annual return | -18.88% | 3.53%-22.4pp | 35.95%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,735 | $2,173-20.2% | $2,837-38.8% | $2,597-33.2% |
| Participant deferral / active EE | $4,746 | $3,779+25.6% | $4,656+1.9% | $4,028+17.8% |
| Admin fee / account holder | $23,317 | $6,113+281.5% | $7,493+211.2% | $5,404+331.5% |