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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $32,790 | $100,060-67.2% | $149,721-78.1% | $70,126-53.2% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.1%-18.3pp | 69.5%-0.8pp |
| Annual return | 6.73% | 27.46%-20.7pp | 1501.67%-1494.9pp | 73.15%-66.4pp |
| Employer contribution / active EE | $544 | $3,661-85.1% | $5,444-90.0% | $2,343-76.8% |
| Participant deferral / active EE | $2,373 | $4,982-52.4% | $6,568-63.9% | $3,332-28.8% |
| Admin fee / account holder | $11,291 | $8,285+36.3% | $11,282+0.1% | $4,645+143.1% |