Filed June 1, 2022
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 | $99,114 | $106,267-6.7% | $96,520+2.7% | $139,456-28.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.99% | 38.45%-37.5pp | 35.72%-34.7pp | 373.45%-372.5pp |
| Employer contribution / active EE | $9,135 | $4,105+122.5% | $3,739+144.3% | $4,753+92.2% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,606 | $7,882-66.9% | $6,733-61.3% | $11,407-77.2% |