Filed November 12, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $170,322 | $101,795+67.3% | $165,100+3.2% | $80,959+110.4% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.7%+5.1pp |
| Annual return | 9.90% | 16.73%-6.8pp | 70.21%-60.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,982 | $2,954-32.9% | $4,348-54.4% | $2,757-28.1% |
| Participant deferral / active EE | $7,026 | $4,476+57.0% | $6,035+16.4% | $4,300+63.4% |
| Admin fee / account holder | $13,807 | $8,221+67.9% | $12,696+8.8% | $6,925+99.4% |