Filed June 7, 2019
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 | $36,751 | $55,472-33.7% | $155,567-76.4% | $74,546-50.7% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 11.09% | 268.72%-257.6pp | 64.74%-53.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,475 | $2,269-35.0% | $4,674-68.4% | $2,624-43.8% |
| Participant deferral / active EE | $4,769 | $2,838+68.1% | $5,628-15.3% | $4,347+9.7% |
| Admin fee / account holder | $11,633 | $1,743+567.5% | $15,916-26.9% | $1,944+498.5% |