Filed March 11, 2020
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 | $27,180 | $118,488-77.1% | $98,462-72.4% | $139,487-80.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 1.93% | 18.96%-17.0pp | 21.17%-19.2pp | 373.84%-371.9pp |
| Employer contribution / active EE | $3,073 | $3,611-14.9% | $3,049+0.8% | $4,755-35.4% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,397 | $13,868-89.9% | $8,875-84.3% | $11,407-87.8% |