Filed April 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 | $51,563 | $82,028-37.1% | $123,105-58.1% | $59,633-13.5% |
| Participation rate | 74.2% | 83.2%-9.0pp | 86.8%-12.6pp | 68.7%+5.5pp |
| Annual return | -5.27% | 5.12%-10.4pp | 13.22%-18.5pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $5,421 | $3,297+64.5% | $5,151+5.3% | $2,203+146.1% |
| Participant deferral / active EE | $8,406 | $4,667+80.1% | $6,229+34.9% | $3,192+163.4% |
| Admin fee / account holder | $2,156 | $5,879-63.3% | $9,014-76.1% | $4,297-49.8% |