Filed January 12, 2023 (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.
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 | $96,391 | $100,060-3.7% | $149,721-35.6% | $70,126+37.5% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.1%+11.6pp | 69.5%+29.1pp |
| Annual return | 12.87% | 27.46%-14.6pp | 1501.67%-1488.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $5,826 | $3,661+59.1% | $5,444+7.0% | $2,343+148.7% |
| Participant deferral / active EE | $4,154 | $4,982-16.6% | $6,568-36.8% | $3,332+24.7% |
| Admin fee / account holder | $13,777 | $8,285+66.3% | $11,282+22.1% | $4,645+196.6% |