Filed May 17, 2023
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.)
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 | $31,297 | $97,550-67.9% | $120,344-74.0% | $87,485-64.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.42% | 18.41%-1.0pp | 20.30%-2.9pp | 26.06%-8.6pp |
| Employer contribution / active EE | $799 | $2,291-65.1% | $3,020-73.6% | $2,596-69.2% |
| Participant deferral / active EE | $2,306 | $4,230-45.5% | $5,135-55.1% | $4,274-46.0% |
| Admin fee / account holder | $1,441 | $9,543-84.9% | $12,742-88.7% | $7,775-81.5% |