Filed December 9, 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.
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.)
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 | $28,625 | $82,028-65.1% | $123,105-76.7% | $59,633-52.0% |
| Participation rate | 93.8% | 83.2%+10.5pp | 86.8%+7.0pp | 68.7%+25.1pp |
| Annual return | 222.15% | 5.12%+217.0pp | 13.22%+208.9pp | 2041.45%-1819.3pp |
| Employer contribution / active EE | $2,273 | $3,297-31.0% | $5,151-55.9% | $2,203+3.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,116 | $5,879-81.0% | $9,014-87.6% | $4,297-74.0% |