Filed January 20, 2023
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,964 | $145,431-65.0% | $211,142-75.9% | $87,485-41.7% |
| Participation rate | 86.0% | 84.7%+1.2pp | 87.3%-1.3pp | 68.9%+17.0pp |
| Annual return | 11.59% | 27.21%-15.6pp | 46.84%-35.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,917 | $4,662-58.9% | $6,442-70.2% | $2,596-26.2% |
| Participant deferral / active EE | $2,524 | $6,859-63.2% | $9,284-72.8% | $4,274-40.9% |
| Admin fee / account holder | $8,876 | $17,052-47.9% | $19,076-53.5% | $7,775+14.2% |