Filed December 21, 2023 (most recent of 2 filings on file)
Total covered: 20 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 | $200,858 | $103,038+94.9% | $90,324+122.4% | $152,909+31.4% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 6.53% | 95.25%-88.7pp | 78.15%-71.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $6,839 | $3,141+117.8% | $2,856+139.5% | $4,764+43.6% |
| Participant deferral / active EE | $10,666 | $4,282+149.1% | $3,885+174.5% | $5,851+82.3% |
| Admin fee / account holder | $21,262 | $6,177+244.2% | $5,356+297.0% | $11,601+83.3% |