Filed March 7, 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 | $33,452 | $72,027-53.6% | $185,835-82.0% | $79,852-58.1% |
| Participation rate | 93.2% | 65.8%+27.5pp | 78.0%+15.2pp | 69.6%+23.6pp |
| Annual return | 11.55% | 23.13%-11.6pp | 35.96%-24.4pp | 31.72%-20.2pp |
| Employer contribution / active EE | $2,077 | $1,965+5.7% | $4,087-49.2% | $2,471-15.9% |
| Participant deferral / active EE | $6,330 | $3,780+67.5% | $5,633+12.4% | $3,740+69.2% |
| Admin fee / account holder | $5,047 | $4,513+11.8% | $9,502-46.9% | $5,306-4.9% |