Filed August 23, 2019
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,391 | $89,370-74.9% | $141,197-84.1% | $72,976-69.3% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 27.63% | 111.88%-84.2pp | 71.41%-43.8pp | 81.02%-53.4pp |
| Employer contribution / active EE | $2,403 | $3,115-22.9% | $4,736-49.3% | $2,440-1.5% |
| Participant deferral / active EE | $5,833 | $5,419+7.6% | $6,710-13.1% | $3,608+61.7% |
| Admin fee / account holder | $2,390 | $5,957-59.9% | $10,265-76.7% | $5,124-53.4% |