Filed October 4, 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 | $28,559 | $107,353-73.4% | $92,903-69.3% | $152,885-81.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -1.72% | 145.62%-147.3pp | 109.43%-111.2pp | 345.39%-347.1pp |
| Employer contribution / active EE | $3,440 | $4,222-18.5% | $3,653-5.8% | $4,763-27.8% |
| Participant deferral / active EE | $5,146 | $4,848+6.2% | $4,238+21.4% | $5,851-12.0% |
| Admin fee / account holder | $7,231 | $7,081+2.1% | $5,795+24.8% | $11,598-37.6% |