Filed March 8, 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 | $151,032 | $72,177+109.3% | $115,037+31.3% | $59,633+153.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.45% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $4,005 | $2,841+41.0% | $4,608-13.1% | $2,203+81.8% |
| Participant deferral / active EE | $10,850 | $4,783+126.8% | $6,026+80.0% | $3,192+239.9% |
| Admin fee / account holder | $1,811 | $4,927-63.2% | $8,175-77.9% | $4,297-57.9% |