Filed September 30, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,380 | $150,412-70.5% | $120,574-63.2% | $145,884-69.6% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 6.32% | 154.50%-148.2pp | 107.42%-101.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,881 | $4,355-56.8% | $3,471-45.8% | $4,662-59.7% |
| Participant deferral / active EE | $2,714 | $6,175-56.1% | $4,996-45.7% | $6,690-59.4% |
| Admin fee / account holder | $375 | $12,224-96.9% | $9,445-96.0% | $13,392-97.2% |