Filed November 23, 2021
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
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 | $8,930 | $152,597-94.1% | $117,533-92.4% | $134,532-93.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -68.93% | 53.04%-122.0pp | 29.77%-98.7pp | 418.27%-487.2pp |
| Employer contribution / active EE | $1,973 | $5,576-64.6% | $4,179-52.8% | $4,741-58.4% |
| Participant deferral / active EE | $4,318 | $4,821-10.4% | $4,072+6.0% | $6,401-32.5% |
| Admin fee / account holder | $721 | $7,007-89.7% | $5,647-87.2% | $11,429-93.7% |