Filed February 27, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,433 | $123,793+7.8% | $177,840-25.0% | $79,852+67.1% |
| Participation rate | 93.4% | 84.7%+8.8pp | 87.7%+5.7pp | 69.6%+23.8pp |
| Annual return | 4.99% | 22.82%-17.8pp | 48.32%-43.3pp | 31.72%-26.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,342 | $5,956-27.1% | $7,714-43.7% | $3,740+16.1% |
| Admin fee / account holder | $17,199 | $7,243+137.5% | $12,431+38.4% | $5,306+224.1% |