Filed June 8, 2023 (most recent of 4 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 | $52,437 | $123,793-57.6% | $177,848-70.5% | $79,856-34.3% |
| Participation rate | 84.1% | 84.7%-0.6pp | 87.7%-3.6pp | 69.6%+14.5pp |
| Annual return | 10.03% | 22.82%-12.8pp | 48.33%-38.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,288 | $4,095-44.1% | $5,919-61.3% | $2,471-7.4% |
| Participant deferral / active EE | $3,885 | $5,956-34.8% | $7,714-49.6% | $3,741+3.8% |
| Admin fee / account holder | $342 | $7,243-95.3% | $12,431-97.3% | $5,306-93.6% |