Filed December 22, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $213,260 | $102,429+108.2% | $147,096+45.0% | $80,925+163.5% |
| Participation rate | 87.7% | 75.9%+11.8pp | 82.2%+5.5pp | 67.7%+20.0pp |
| Annual return | -3.39% | 135.02%-138.4pp | 419.75%-423.1pp | 35.65%-39.0pp |
| Employer contribution / active EE | $14,267 | $3,716+284.0% | $4,936+189.0% | $2,756+417.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,169 | $7,957-47.6% | $13,005-67.9% | $6,940-39.9% |