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 | $55,437-33.7% | $155,534-76.4% | $74,459-50.6% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 11.09% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $1,475 | $2,266-34.9% | $4,675-68.5% | $2,626-43.8% |
| Participant deferral / active EE | $4,769 | $2,837+68.1% | $5,630-15.3% | $4,350+9.7% |
| Admin fee / account holder | $11,633 | $1,742+567.6% | $15,900-26.8% | $1,945+498.2% |