Filed February 13, 2024 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,168 | $75,541+225.9% | $152,093+61.9% | $82,637+197.9% |
| Participation rate | 88.5% | 66.5%+21.9pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 12.83% | 32.56%-19.7pp | 66.36%-53.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $6,730 | $2,622+156.6% | $4,175+61.2% | $2,552+163.7% |
| Participant deferral / active EE | $9,471 | $3,206+195.5% | $5,451+73.7% | $4,126+129.5% |
| Admin fee / account holder | $11,604 | $6,405+81.2% | $14,497-20.0% | $7,339+58.1% |