Filed May 20, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,040 | $45,082+26.5% | $69,464-17.9% | $72,975-21.8% |
| Participation rate | 86.8% | 68.5%+18.3pp | 74.6%+12.2pp | 69.5%+17.4pp |
| Annual return | 0.56% | 22.66%-22.1pp | 28.98%-28.4pp | 81.01%-80.4pp |
| Employer contribution / active EE | $5,554 | $2,055+170.2% | $2,779+99.8% | $2,440+127.6% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,917 | $3,057-37.3% | $3,840-50.1% | $5,124-62.6% |