Filed December 19, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $218,990 | $102,382+113.9% | $147,005+49.0% | $80,874+170.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 71.27% | 134.89%-63.6pp | 418.76%-347.5pp | 35.62%+35.7pp |
| Employer contribution / active EE | $18,162 | $3,715+388.9% | $4,934+268.1% | $2,756+559.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,890 | $7,942-51.0% | $13,006-70.1% | $6,935-43.9% |