Filed May 10, 2024
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 | $45,603 | $97,732-53.3% | $83,831-45.6% | $135,380-66.3% |
| Participation rate | 76.2% | 80.0%-3.8pp | 76.1%0pp | 82.6%-6.5pp |
| Annual return | -11.03% | 1287.56%-1298.6pp | 850.99%-862.0pp | 519.81%-530.8pp |
| Employer contribution / active EE | $6,020 | $4,222+42.6% | $3,631+65.8% | $4,779+26.0% |
| Participant deferral / active EE | $4,968 | $4,683+6.1% | $4,082+21.7% | $5,609-11.4% |
| Admin fee / account holder | $851 | $6,675-87.3% | $5,479-84.5% | $10,828-92.1% |