Filed August 19, 2024 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,448 | $87,834-6.1% | $133,975-38.5% | $62,881+31.1% |
| Participation rate | 65.6% | 83.4%-17.8pp | 87.1%-21.4pp | 69.3%-3.7pp |
| Annual return | 5.41% | 12.05%-6.6pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,053 | $3,482-41.0% | $5,211-60.6% | $2,281-10.0% |
| Participant deferral / active EE | $3,506 | $4,812-27.1% | $6,282-44.2% | $3,203+9.5% |
| Admin fee / account holder | $4,909 | $5,372-8.6% | $9,324-47.3% | $4,296+14.3% |