Filed April 18, 2023 (most recent of 2 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.
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 | $38,461 | $143,969-73.3% | $199,883-80.8% | $82,637-53.5% |
| Participation rate | 77.8% | 84.1%-6.4pp | 86.8%-9.0pp | 68.1%+9.7pp |
| Annual return | 11.96% | 25.67%-13.7pp | 43.81%-31.8pp | 53.51%-41.5pp |
| Employer contribution / active EE | $3,909 | $4,632-15.6% | $6,261-37.6% | $2,552+53.2% |
| Participant deferral / active EE | $4,354 | $6,937-37.2% | $9,138-52.4% | $4,126+5.5% |
| Admin fee / account holder | $6,117 | $14,597-58.1% | $17,268-64.6% | $7,339-16.7% |