Filed November 10, 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.
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 | $55,461 | $37,446+48.1% | $77,552-28.5% | $79,856-30.5% |
| Participation rate | 86.0% | 41.5%+44.5pp | 54.2%+31.9pp | 69.6%+16.4pp |
| Annual return | 9.85% | 39.76%-29.9pp | 54.82%-45.0pp | 31.71%-21.9pp |
| Employer contribution / active EE | $842 | $637+32.1% | $987-14.7% | $2,471-65.9% |
| Participant deferral / active EE | $6,063 | $1,261+380.9% | $1,861+225.8% | $3,741+62.1% |
| Admin fee / account holder | $26,877 | $2,506+972.4% | $2,859+840.0% | $5,306+406.5% |