Filed March 28, 2023
Total covered: 32 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,352 | $202,342-92.4% | $172,752-91.1% | $152,897-90.0% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 4.28% | 1029.83%-1025.5pp | 802.97%-798.7pp | 345.43%-341.1pp |
| Employer contribution / active EE | $3,928 | $5,858-32.9% | $5,144-23.6% | $4,764-17.5% |
| Participant deferral / active EE | $5,781 | $5,948-2.8% | $5,198+11.2% | $5,851-1.2% |
| Admin fee / account holder | $2,257 | $17,111-86.8% | $13,955-83.8% | $11,599-80.5% |