Filed April 2, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,693 | $137,414-84.9% | $189,537-89.1% | $85,847-75.9% |
| Participation rate | 94.2% | 84.6%+9.6pp | 87.8%+6.4pp | 69.3%+24.9pp |
| Annual return | 16.39% | 38.14%-21.8pp | 555.34%-538.9pp | 318.61%-302.2pp |
| Employer contribution / active EE | $1,836 | $4,344-57.7% | $6,161-70.2% | $2,565-28.4% |
| Participant deferral / active EE | $5,296 | $6,260-15.4% | $8,220-35.6% | $3,952+34.0% |
| Admin fee / account holder | $3,327 | $8,630-61.4% | $12,048-72.4% | $6,261-46.9% |