Filed November 12, 2024
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 | $21,036 | $60,139-65.0% | $90,461-76.7% | $79,856-73.7% |
| Participation rate | 78.4% | 65.0%+13.4pp | 72.7%+5.7pp | 69.6%+8.7pp |
| Annual return | -5.84% | 71.96%-77.8pp | 1294.76%-1300.6pp | 31.71%-37.6pp |
| Employer contribution / active EE | $814 | $2,069-60.7% | $3,264-75.1% | $2,471-67.1% |
| Participant deferral / active EE | $1,747 | $2,939-40.6% | $3,964-55.9% | $3,741-53.3% |
| Admin fee / account holder | $354 | $3,978-91.1% | $5,617-93.7% | $5,306-93.3% |