Filed April 12, 2023
Total covered: 10 employees
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 | $16,505 | $45,050-63.4% | $63,018-73.8% | $70,126-76.5% |
| Participation rate | 94.5% | 69.5%+25.0pp | 74.8%+19.7pp | 69.5%+25.0pp |
| Annual return | 13.69% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,927 | $2,052-6.1% | $2,761-30.2% | $2,343-17.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $697 | $2,834-75.4% | $3,601-80.6% | $4,645-85.0% |