Filed February 17, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,011 | $184,000-47.3% | $162,185-40.2% | $152,909-36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.96% | 150.80%-144.8pp | 115.61%-109.6pp | 345.46%-339.5pp |
| Employer contribution / active EE | $2,893 | $6,370-54.6% | $5,613-48.5% | $4,764-39.3% |
| Participant deferral / active EE | $2,544 | $8,033-68.3% | $7,297-65.1% | $5,851-56.5% |
| Admin fee / account holder | $1,284 | $13,124-90.2% | $10,844-88.2% | $11,601-88.9% |