Filed November 11, 2019
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 | $163,097 | $138,102+18.1% | $125,381+30.1% | $134,532+21.2% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -22.03% | 750.73%-772.8pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,824 | $5,245-46.2% | $4,815-41.4% | $4,741-40.4% |
| Participant deferral / active EE | $7,695 | $7,801-1.3% | $7,448+3.3% | $6,401+20.2% |
| Admin fee / account holder | $27,859 | $11,568+140.8% | $10,007+178.4% | $11,429+143.8% |