Filed October 24, 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 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.)
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 | $37,818 | $123,793-69.5% | $177,840-78.7% | $79,852-52.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 143.30% | 22.82%+120.5pp | 48.32%+95.0pp | 31.72%+111.6pp |
| Employer contribution / active EE | $1,236 | $4,095-69.8% | $5,919-79.1% | $2,471-50.0% |
| Participant deferral / active EE | $2,600 | $5,956-56.4% | $7,714-66.3% | $3,740-30.5% |
| Admin fee / account holder | $2,083 | $7,243-71.2% | $12,431-83.2% | $5,306-60.7% |