Filed May 7, 2025
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.
Participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,186 | $125,797-38.6% | $170,043-54.6% | $75,173+2.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.10% | 27.20%-17.1pp | 53.40%-43.3pp | 160.72%-150.6pp |
| Employer contribution / active EE | $4,167 | $4,616-9.7% | $6,790-38.6% | $2,671+56.0% |
| Participant deferral / active EE | $2,569 | $6,838-62.4% | $10,410-75.3% | $4,126-37.7% |
| Admin fee / account holder | $16,233 | $8,177+98.5% | $12,824+26.6% | $5,651+187.3% |