Filed October 15, 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.
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 | $201,133 | $145,431+38.3% | $211,142-4.7% | $87,485+129.9% |
| Participation rate | 92.7% | 84.7%+8.0pp | 87.3%+5.4pp | 68.9%+23.8pp |
| Annual return | 11.01% | 27.21%-16.2pp | 46.84%-35.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $6,702 | $4,662+43.8% | $6,442+4.0% | $2,596+158.2% |
| Participant deferral / active EE | $6,339 | $6,859-7.6% | $9,284-31.7% | $4,274+48.3% |
| Admin fee / account holder | $19,491 | $17,052+14.3% | $19,076+2.2% | $7,775+150.7% |