Filed March 24, 2022
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.
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 | $109,346 | $52,353+108.9% | $120,225-9.0% | $82,448+32.6% |
| Participation rate | 74.0% | 58.3%+15.7pp | 69.6%+4.4pp | 68.1%+6.0pp |
| Annual return | 12.14% | 61.85%-49.7pp | 439.23%-427.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,454 | $1,510-3.7% | $3,475-58.2% | $2,551-43.0% |
| Participant deferral / active EE | $3,553 | $2,627+35.3% | $3,999-11.1% | $4,139-14.2% |
| Admin fee / account holder | $20,351 | $4,363+366.5% | $5,696+257.3% | $7,234+181.3% |