Filed June 4, 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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,682 | $67,411-61.9% | $91,004-71.8% | $70,126-63.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 56.29% | -40.16%+96.5pp | 4.60%+51.7pp | 73.15%-16.9pp |
| Employer contribution / active EE | $3,517 | $1,786+96.9% | $2,456+43.2% | $2,343+50.1% |
| Participant deferral / active EE | $6,222 | $2,823+120.4% | $3,548+75.4% | $3,332+86.7% |
| Admin fee / account holder | $833 | $4,236-80.3% | $5,417-84.6% | $4,645-82.1% |