Filed May 14, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,938 | $50,554-78.4% | $67,681-83.8% | $87,485-87.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.18% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,406 | $1,988+21.0% | $2,678-10.2% | $2,596-7.3% |
| Participant deferral / active EE | $1,506 | $2,961-49.1% | $3,976-62.1% | $4,274-64.8% |
| Admin fee / account holder | $1,645 | $4,132-60.2% | $6,100-73.0% | $7,775-78.8% |