Filed January 5, 2024 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,579 | $138,393-43.2% | $184,256-57.4% | $80,959-2.9% |
| Participation rate | 92.2% | 83.9%+8.3pp | 86.8%+5.3pp | 67.7%+24.5pp |
| Annual return | 10.66% | 20.01%-9.3pp | 28.85%-18.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $3,347 | $4,847-30.9% | $6,427-47.9% | $2,757+21.4% |
| Participant deferral / active EE | $4,570 | $7,076-35.4% | $9,133-50.0% | $4,300+6.3% |
| Admin fee / account holder | $8,154 | $10,489-22.3% | $13,899-41.3% | $6,925+17.7% |