Filed October 26, 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 | $41,627 | $135,639-69.3% | $110,241-62.2% | $135,382-69.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.14% | 513.21%-523.3pp | 314.75%-324.9pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,270 | $4,907-53.7% | $3,827-40.7% | $4,779-52.5% |
| Participant deferral / active EE | $3,634 | $5,507-34.0% | $4,672-22.2% | $5,609-35.2% |
| Admin fee / account holder | $1,000 | $11,457-91.3% | $8,548-88.3% | $10,829-90.8% |