Filed August 12, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $87,834 | $138,385-36.5% | $184,200-52.3% | $80,874+8.6% |
| Participation rate | 78.4% | 83.9%-5.5pp | 86.8%-8.5pp | 67.6%+10.7pp |
| Annual return | 11.02% | 20.02%-9.0pp | 28.80%-17.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,061 | $4,849-57.5% | $6,424-67.9% | $2,756-25.2% |
| Participant deferral / active EE | $4,501 | $7,073-36.4% | $9,132-50.7% | $4,297+4.8% |
| Admin fee / account holder | $2,834 | $10,483-73.0% | $13,907-79.6% | $6,935-59.1% |