Filed January 7, 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 | $91,294 | $100,805-9.4% | $86,698+5.3% | $134,532-32.1% |
| Participation rate | 86.4% | 79.0%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -21.64% | 29.09%-50.7pp | 35.95%-57.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,915 | $5,339-8.0% | $4,656+5.6% | $6,401-23.2% |
| Admin fee / account holder | $5,689 | $10,925-47.9% | $7,493-24.1% | $11,429-50.2% |