Filed December 20, 2019
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 | $91,716 | $133,981-31.5% | $112,249-18.3% | $134,532-31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.01% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $3,428 | $4,040-15.1% | $3,636-5.7% | $4,741-27.7% |
| Participant deferral / active EE | $822 | $5,292-84.5% | $4,729-82.6% | $6,401-87.2% |
| Admin fee / account holder | $1,346 | $7,492-82.0% | $6,412-79.0% | $11,429-88.2% |