Filed February 4, 2022
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,875 | $69,977-58.7% | $108,582-73.4% | $62,881-54.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -0.38% | 10.73%-11.1pp | -51.70%+51.3pp | 20.14%-20.5pp |
| Employer contribution / active EE | $939 | $2,135-56.0% | $3,758-75.0% | $2,281-58.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $493 | $5,076-90.3% | $7,645-93.5% | $4,296-88.5% |