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 | $143,969+39.7% | $199,883+0.6% | $82,637+143.4% |
| Participation rate | 92.7% | 84.1%+8.6pp | 86.8%+6.0pp | 68.1%+24.7pp |
| Annual return | 11.01% | 25.67%-14.7pp | 43.81%-32.8pp | 53.51%-42.5pp |
| Employer contribution / active EE | $6,702 | $4,632+44.7% | $6,261+7.0% | $2,552+162.6% |
| Participant deferral / active EE | $6,339 | $6,937-8.6% | $9,138-30.6% | $4,126+53.6% |
| Admin fee / account holder | $19,491 | $14,597+33.5% | $17,268+12.9% | $7,339+165.6% |