Filed December 17, 2024 (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 9-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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $466,228 | $48,053+870.2% | $84,628+450.9% | $72,975+538.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 7.15% | 37.39%-30.2pp | 258.80%-251.7pp | 81.01%-73.9pp |
| Employer contribution / active EE | $20,738 | $1,602+1194.6% | $2,653+681.7% | $2,440+749.9% |
| Participant deferral / active EE | $5,933 | $2,681+121.3% | $3,900+52.1% | $3,608+64.5% |
| Admin fee / account holder | $21,624 | $3,395+536.9% | $4,914+340.1% | $5,124+322.0% |