Filed August 11, 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 | $80,472 | $71,878+12.0% | $86,698-7.2% | $68,486+17.5% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.2pp | 67.9%+27.9pp |
| Annual return | -19.56% | 3.53%-23.1pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,348 | $2,173+8.0% | $2,837-17.2% | $2,597-9.6% |
| Participant deferral / active EE | $3,367 | $3,779-10.9% | $4,656-27.7% | $4,028-16.4% |
| Admin fee / account holder | $12,199 | $6,113+99.6% | $7,493+62.8% | $5,404+125.8% |