Filed January 2, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,237 | $88,672+168.7% | $105,223+126.4% | $82,448+189.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | -28.73% | 30.86%-59.6pp | 180.65%-209.4pp | 41.64%-70.4pp |
| Employer contribution / active EE | $3,106 | $3,048+1.9% | $3,689-15.8% | $2,551+21.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,893 | $7,146-73.5% | $8,859-78.6% | $7,234-73.8% |