Filed December 20, 2021
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 | $56,018 | $50,082+11.9% | $93,515-40.1% | $79,856-29.9% |
| Participation rate | 94.9% | 60.9%+33.9pp | 66.8%+28.1pp | 69.6%+25.2pp |
| Annual return | -5.38% | 24.59%-30.0pp | 78.21%-83.6pp | 31.71%-37.1pp |
| Employer contribution / active EE | $3,110 | $1,303+138.6% | $2,077+49.7% | $2,471+25.9% |
| Participant deferral / active EE | $2,422 | $2,212+9.5% | $3,129-22.6% | $3,741-35.3% |
| Admin fee / account holder | $1,927 | $3,454-44.2% | $5,235-63.2% | $5,306-63.7% |