Filed March 5, 2024 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,689 | $77,816+43.5% | $123,552-9.6% | $64,173+74.0% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -3.73% | 12.49%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,380 | $3,014+12.1% | $4,628-27.0% | $2,381+42.0% |
| Participant deferral / active EE | $7,305 | $5,240+39.4% | $6,426+13.7% | $3,470+110.5% |
| Admin fee / account holder | $7,209 | $5,519+30.6% | $9,285-22.4% | $4,887+47.5% |