Filed February 16, 2021
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 | $240,680 | $169,336+42.1% | $129,384+86.0% | $145,884+65.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.71% | 14408.70%-14403.0pp | 9461.77%-9456.1pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,150 | $4,985+364.4% | $4,166+455.7% | $6,690+246.1% |
| Admin fee / account holder | $465,966 | $9,912+4600.9% | $7,686+5962.7% | $13,392+3379.5% |