Filed December 13, 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 | $67,294 | $45,050+49.4% | $63,018+6.8% | $70,126-4.0% |
| Participation rate | 87.5% | 69.5%+18.0pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 10.46% | 18.76%-8.3pp | 87.62%-77.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $5,873 | $2,052+186.2% | $2,761+112.7% | $2,343+150.7% |
| Participant deferral / active EE | $6,328 | $2,466+156.7% | $3,330+90.1% | $3,332+89.9% |
| Admin fee / account holder | $1,141 | $2,834-59.7% | $3,601-68.3% | $4,645-75.4% |