Filed December 19, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,246 | $76,551+144.6% | $123,894+51.1% | $62,881+197.8% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 4.76% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $3,457 | $2,882+19.9% | $4,617-25.1% | $2,281+51.6% |
| Participant deferral / active EE | $6,106 | $4,840+26.2% | $5,984+2.0% | $3,203+90.6% |
| Admin fee / account holder | $6,523 | $4,826+35.2% | $8,357-21.9% | $4,296+51.8% |