Filed September 4, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,693 | $77,896+16.4% | $134,172-32.4% | $82,448+10.0% |
| Participation rate | 80.0% | 62.8%+17.2pp | 72.5%+7.5pp | 68.1%+11.9pp |
| Annual return | 15.28% | 18.21%-2.9pp | 25.30%-10.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,568 | $2,159+111.5% | $3,420+33.6% | $2,551+79.1% |
| Participant deferral / active EE | $123 | $3,162-96.1% | $4,690-97.4% | $4,139-97.0% |
| Admin fee / account holder | $708 | $6,336-88.8% | $12,016-94.1% | $7,234-90.2% |