Filed May 26, 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 | $121,847 | $110,083+10.7% | $151,645-19.7% | $68,490+77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -22.64% | -10.12%-12.5pp | 3.34%-26.0pp | -7.85%-14.8pp |
| Employer contribution / active EE | $3,464 | $4,470-22.5% | $6,165-43.8% | $2,597+33.4% |
| Participant deferral / active EE | $5,986 | $6,526-8.3% | $8,363-28.4% | $4,028+48.6% |
| Admin fee / account holder | $7,407 | $7,718-4.0% | $11,614-36.2% | $5,403+37.1% |