Filed April 2, 2019
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 | $115,497 | $64,359+79.5% | $90,161+28.1% | $70,126+64.7% |
| Participation rate | 72.6% | 70.4%+2.1pp | 76.9%-4.3pp | 69.5%+3.0pp |
| Annual return | 10.42% | 28.13%-17.7pp | 34.89%-24.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $2,330 | $2,046+13.9% | $3,318-29.8% | $2,343-0.5% |
| Participant deferral / active EE | $5,729 | $4,389+30.5% | $5,287+8.4% | $3,332+71.9% |
| Admin fee / account holder | $32,318 | $3,945+719.2% | $5,943+443.8% | $4,645+595.7% |