Filed July 6, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,816 | $114,712-70.5% | $173,730-80.5% | $87,485-61.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 15.76% | 20.18%-4.4pp | 19.96%-4.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,328 | $2,904-54.3% | $4,577-71.0% | $2,596-48.9% |
| Participant deferral / active EE | $1,345 | $4,642-71.0% | $6,326-78.7% | $4,274-68.5% |
| Admin fee / account holder | $7,577 | $10,210-25.8% | $17,523-56.8% | $7,775-2.5% |