Filed April 8, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $141,049 | $78,015+80.8% | $178,505-21.0% | $80,959+74.2% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.7%+21.8pp |
| Annual return | 9.18% | 18.10%-8.9pp | 27.16%-18.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $15,180 | $2,281+565.4% | $3,955+283.8% | $2,757+450.6% |
| Participant deferral / active EE | $6,835 | $4,406+55.1% | $6,280+8.8% | $4,300+58.9% |
| Admin fee / account holder | $33,555 | $7,160+368.6% | $10,428+221.8% | $6,925+384.5% |