Filed December 6, 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.
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 | $88,181 | $59,328+48.6% | $118,946-25.9% | $73,493+20.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 14.39% | 19.13%-4.7pp | 35.89%-21.5pp | 28.51%-14.1pp |
| Employer contribution / active EE | $6,151 | $1,803+241.1% | $3,263+88.5% | $2,270+171.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,250 | $600+774.5% | $6,581-20.2% | $513+923.1% |