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.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,291 | $109,359-37.6% | $162,171-57.9% | $72,983-6.4% |
| Participation rate | 77.8% | 84.3%-6.5pp | 87.6%-9.8pp | 69.5%+8.3pp |
| Annual return | 14.02% | 25.46%-11.4pp | 115.60%-101.6pp | 81.01%-67.0pp |
| Employer contribution / active EE | $987 | $3,907-74.7% | $5,613-82.4% | $2,440-59.6% |
| Participant deferral / active EE | $3,536 | $5,481-35.5% | $7,297-51.5% | $3,608-2.0% |
| Admin fee / account holder | $1,594 | $7,972-80.0% | $10,843-85.3% | $5,124-68.9% |