Filed March 29, 2021
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,310 | $57,352-57.6% | $83,831-71.0% | $64,173-62.1% |
| Participation rate | 89.7% | 68.6%+21.1pp | 76.1%+13.6pp | 69.6%+20.2pp |
| Annual return | 5.04% | 11.38%-6.3pp | 850.99%-845.9pp | 7.63%-2.6pp |
| Employer contribution / active EE | $2,604 | $2,546+2.3% | $3,631-28.3% | $2,381+9.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,865 | $4,046-4.5% | $5,479-29.5% | $4,887-20.9% |