Filed September 11, 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.)
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 | $14,004 | $72,177-80.6% | $115,037-87.8% | $59,633-76.5% |
| Participation rate | 91.9% | 72.6%+19.3pp | 81.4%+10.5pp | 68.7%+23.2pp |
| Annual return | -0.19% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $1,504 | $2,841-47.1% | $4,608-67.4% | $2,203-31.7% |
| Participant deferral / active EE | $2,299 | $4,783-51.9% | $6,026-61.9% | $3,192-28.0% |
| Admin fee / account holder | $1,697 | $4,927-65.6% | $8,175-79.2% | $4,297-60.5% |