Filed March 31, 2021
Total covered: 2 employees
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 | $151,872 | $84,953+78.8% | $163,379-7.0% | $82,637+83.8% |
| Participation rate | 92.1% | 65.9%+26.2pp | 76.8%+15.3pp | 68.1%+24.1pp |
| Annual return | 9.68% | 23.07%-13.4pp | 63.41%-53.7pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,693 | $2,183-22.4% | $3,752-54.9% | $2,552-33.7% |
| Participant deferral / active EE | $4,925 | $4,326+13.8% | $6,282-21.6% | $4,126+19.4% |
| Admin fee / account holder | $4,200 | $7,921-47.0% | $9,818-57.2% | $7,339-42.8% |