Filed October 19, 2023 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,971 | $89,652-46.5% | $141,191-66.0% | $65,185-26.4% |
| Participation rate | 41.7% | 74.7%-33.0pp | 82.5%-40.8pp | 70.2%-28.5pp |
| Annual return | 34.87% | 32.79%+2.1pp | 71.41%-36.5pp | 29.38%+5.5pp |
| Employer contribution / active EE | $590 | $3,065-80.8% | $4,736-87.5% | $2,177-72.9% |
| Participant deferral / active EE | $2,692 | $5,691-52.7% | $6,710-59.9% | $3,514-23.4% |
| Admin fee / account holder | $856 | $569+50.6% | $10,264-91.7% | $847+1.1% |