Filed November 2, 2023 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,558 | $100,041-78.5% | $149,718-85.6% | $70,131-69.3% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.1%-14.0pp | 69.5%+3.5pp |
| Annual return | 13.45% | 27.43%-14.0pp | 1501.70%-1488.3pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,479 | $3,662-59.6% | $5,444-72.8% | $2,342-36.9% |
| Participant deferral / active EE | $2,740 | $4,983-45.0% | $6,568-58.3% | $3,332-17.8% |
| Admin fee / account holder | $2,091 | $8,286-74.8% | $11,283-81.5% | $4,645-55.0% |