Filed March 17, 2023
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,624 | $73,638+215.9% | $95,956+142.4% | $73,493+216.5% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.3pp |
| Annual return | 0.49% | 16.78%-16.3pp | 91.63%-91.1pp | 28.51%-28.0pp |
| Employer contribution / active EE | $7,864 | $1,863+322.1% | $2,541+209.5% | $2,270+246.4% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $18,563 | $482+3750.6% | $6,797+173.1% | $513+3518.0% |