Filed June 20, 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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,988 | $146,267-70.6% | $197,124-78.2% | $82,448-47.9% |
| Participation rate | 89.1% | 84.0%+5.1pp | 86.7%+2.4pp | 68.1%+21.1pp |
| Annual return | 40.26% | 29.61%+10.6pp | 44.34%-4.1pp | 41.64%-1.4pp |
| Employer contribution / active EE | $1,458 | $4,723-69.1% | $6,227-76.6% | $2,551-42.9% |
| Participant deferral / active EE | $3,173 | $7,035-54.9% | $9,135-65.3% | $4,139-23.3% |
| Admin fee / account holder | $3,792 | $14,422-73.7% | $16,298-76.7% | $7,234-47.6% |