Filed May 19, 2021
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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,002 | $142,409-13.6% | $119,634+2.8% | $134,545-8.6% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | 5.50% | -12.46%+18.0pp | -14.98%+20.5pp | 418.37%-412.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,825 | $6,468+21.0% | $5,601+39.7% | $6,401+22.2% |
| Admin fee / account holder | $5,919 | $13,594-56.5% | $10,329-42.7% | $11,431-48.2% |