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 | $118,002 | $86,922+35.8% | $102,438+15.2% | $80,874+45.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -40.23% | 18.90%-59.1pp | 29.37%-69.6pp | 35.62%-75.8pp |
| Employer contribution / active EE | $16,178 | $2,369+582.8% | $3,024+435.0% | $2,756+487.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,488 | $8,050-31.8% | $9,448-41.9% | $6,935-20.9% |