Filed August 23, 2023 (most recent of 5 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,574 | $171,867-42.1% | $149,721-33.5% | $147,586-32.5% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 50.28% | 2113.36%-2063.1pp | 1501.67%-1451.4pp | 578.59%-528.3pp |
| Employer contribution / active EE | $1,374 | $6,275-78.1% | $5,444-74.8% | $4,876-71.8% |
| Participant deferral / active EE | $2,495 | $7,270-65.7% | $6,568-62.0% | $5,439-54.1% |
| Admin fee / account holder | $3,056 | $13,799-77.9% | $11,282-72.9% | $10,886-71.9% |