Filed September 2, 2020
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 | $25,253 | $91,019-72.3% | $392,568-93.6% | $72,975-65.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 20.74% | 20.00%+0.7pp | 24.42%-3.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,249 | $4,570+58.6% | $5,985+21.1% | $3,608+100.9% |
| Admin fee / account holder | $3,335 | $4,895-31.9% | $6,260-46.7% | $5,124-34.9% |