Filed March 19, 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 | $124,308 | $106,864+16.3% | $147,318-15.6% | $82,637+50.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.48% | 27.49%-17.0pp | 70.43%-60.0pp | 53.51%-43.0pp |
| Employer contribution / active EE | $3,744 | $3,417+9.6% | $4,593-18.5% | $2,552+46.7% |
| Participant deferral / active EE | $4,737 | $6,496-27.1% | $7,906-40.1% | $4,126+14.8% |
| Admin fee / account holder | $26,413 | $8,415+213.9% | $13,708+92.7% | $7,339+259.9% |