Filed January 2, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $192,805 | $114,712+68.1% | $173,730+11.0% | $87,485+120.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 2.70% | 20.18%-17.5pp | 19.96%-17.3pp | 26.06%-23.4pp |
| Employer contribution / active EE | $24,665 | $2,904+749.3% | $4,577+438.8% | $2,596+850.0% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $22,532 | $10,210+120.7% | $17,523+28.6% | $7,775+189.8% |