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.
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 | $93,327 | $82,678+12.9% | $125,391-25.6% | $68,490+36.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.43% | -5.97%+2.5pp | 572.41%-575.8pp | -7.85%+4.4pp |
| Employer contribution / active EE | $13,725 | $3,382+305.8% | $4,816+185.0% | $2,597+428.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,641 | $6,277+5.8% | $10,009-33.6% | $5,403+22.9% |