Filed March 31, 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.
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 | $84,258 | $71,353+18.1% | $92,805-9.2% | $86,983-3.1% |
| Participation rate | 90.0% | 80.9%+9.1pp | 83.5%+6.5pp | 69.5%+20.5pp |
| Annual return | 12.65% | 44.68%-32.0pp | 31.59%-18.9pp | 25.83%-13.2pp |
| Employer contribution / active EE | $3,468 | $2,468+40.5% | $3,424+1.3% | $2,584+34.2% |
| Participant deferral / active EE | $5,451 | $6,966-21.7% | $8,448-35.5% | $4,194+30.0% |
| Admin fee / account holder | $21,639 | $6,099+254.8% | $10,911+98.3% | $7,856+175.4% |